AWA
Arete Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
1,758
-49
| -3% | -$11.1K | 0.03% | 486 |
|
|
2025
Q1 | $441K | Sell |
1,807
-154
| -8% | -$37.6K | 0.03% | 424 |
|
|
2024
Q4 | $552K | Sell |
1,961
-89
| -4% | -$25.1K | 0.04% | 385 |
|
|
2024
Q3 | $560K | Sell |
2,050
-130
| -6% | -$35.5K | 0.05% | 346 |
|
|
2024
Q2 | $653K | Buy |
+2,180
| New | +$653K | 0.05% | 334 |
|
|
2024
Q1 | – | Sell |
-2,206
| Closed | -$558K | – | 488 |
|
|
2023
Q4 | $558K | Buy |
2,206
+70
| +3% | +$17.7K | 0.04% | 374 |
|
|
2023
Q3 | $566K | Sell |
2,136
-486
| -19% | -$129K | 0.1% | 215 |
|
|
2023
Q2 | $650K | Buy |
2,622
+1,541
| +143% | +$382K | 0.06% | 307 |
|
|
2023
Q1 | $247K | Sell |
1,081
-256
| -19% | -$58.5K | 0.02% | 528 |
|
|
2022
Q4 | $231M | Buy |
+1,337
| New | +$231M | 0.02% | 524 |
|
|
2022
Q3 | – | Sell |
-1,145
| Closed | -$260K | – | 598 |
|
|
2022
Q2 | $260K | Buy |
+1,145
| New | +$260K | 0.03% | 367 |
|
|
2022
Q1 | – | Sell |
-1,053
| Closed | -$272K | – | 524 |
|
|
2021
Q4 | $272K | Buy |
+1,053
| New | +$272K | 0.02% | 400 |
|
|
2021
Q3 | – | Sell |
-1,248
| Closed | -$210K | – | 424 |
|
|
2021
Q2 | $210K | Buy |
1,248
+50
| +4% | +$8.41K | 0.03% | 327 |
|
|
2021
Q1 | $340K | Sell |
1,198
-25
| -2% | -$7.1K | 0.04% | 302 |
|
|
2020
Q4 | $314K | Buy |
1,223
+75
| +7% | +$19.3K | 0.04% | 301 |
|
|
2020
Q3 | $293K | Buy |
+1,148
| New | +$293K | 0.04% | 295 |
|
|
2019
Q3 | – | Sell |
-1,368
| Closed | -$225K | – | 418 |
|
|
2019
Q2 | $225K | Hold |
1,368
| – | – | 0.04% | 343 |
|
|
2019
Q1 | $248K | Sell |
1,368
-25
| -2% | -$4.53K | 0.05% | 318 |
|
|
2018
Q4 | $225K | Sell |
1,393
-51
| -4% | -$8.24K | 0.05% | 315 |
|
|
2018
Q3 | $348K | Buy |
1,444
+194
| +16% | +$46.8K | 0.08% | 242 |
|
|
2018
Q2 | $284K | Buy |
1,250
+164
| +15% | +$37.3K | 0.07% | 285 |
|
|
2018
Q1 | $261K | Buy |
1,086
+277
| +34% | +$66.6K | 0.09% | 264 |
|
|
2017
Q4 | $202K | Buy |
+809
| New | +$202K | 0.07% | 296 |
|