AWM
Aries Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
1,500
| – | – | 0.09% | 167 |
|
|
2025
Q1 | $366K | Sell |
1,500
-1,148
| -43% | -$280K | 0.1% | 166 |
|
|
2024
Q4 | $745K | Sell |
2,648
-75
| -3% | -$21.1K | 0.21% | 107 |
|
|
2024
Q3 | $745K | Sell |
2,723
-100
| -4% | -$27.4K | 0.2% | 107 |
|
|
2024
Q2 | $846K | Hold |
2,823
| – | – | 0.27% | 93 |
|
|
2024
Q1 | $818K | Sell |
2,823
-150
| -5% | -$43.5K | 0.26% | 92 |
|
|
2023
Q4 | $752K | Buy |
2,973
+50
| +2% | +$12.6K | 0.27% | 90 |
|
|
2023
Q3 | $724K | Hold |
2,923
| – | – | 0.28% | 88 |
|
|
2023
Q2 | $725K | Buy |
2,923
+12
| +0.4% | +$2.98K | 0.28% | 89 |
|
|
2023
Q1 | $665K | Buy |
2,911
+4
| +0.1% | +$914 | 0.27% | 96 |
|
|
2022
Q4 | $503K | Hold |
2,907
| – | – | 0.22% | 110 |
|
|
2022
Q3 | $466K | Buy |
2,907
+269
| +10% | +$43.1K | 0.21% | 109 |
|
|
2022
Q2 | $598K | Buy |
+2,638
| New | +$598K | 0.27% | 88 |
|
|
2022
Q1 | – | Sell |
-2,818
| Closed | -$729K | – | 120 |
|
|
2021
Q4 | $729K | Buy |
2,818
+40
| +1% | +$10.3K | 0.28% | 82 |
|
|
2021
Q3 | $609K | Buy |
2,778
+205
| +8% | +$44.9K | 0.26% | 93 |
|
|
2021
Q2 | $768K | Buy |
2,573
+91
| +4% | +$27.2K | 0.33% | 76 |
|
|
2021
Q1 | $714K | Buy |
2,482
+55
| +2% | +$15.8K | 0.32% | 76 |
|
|
2020
Q4 | $595K | Hold |
2,427
| – | – | 0.3% | 78 |
|
|
2020
Q3 | $610K | Buy |
2,427
+60
| +3% | +$15.1K | 0.35% | 69 |
|
|
2020
Q2 | $332K | Buy |
2,367
+50
| +2% | +$7.01K | 0.2% | 100 |
|
|
2020
Q1 | $270K | Buy |
2,317
+20
| +0.9% | +$2.33K | 0.21% | 102 |
|
|
2019
Q4 | $352K | Sell |
2,297
-23
| -1% | -$3.53K | 0.21% | 105 |
|
|
2019
Q3 | $338K | Sell |
2,320
-1,151
| -33% | -$168K | 0.22% | 100 |
|
|
2019
Q2 | $562K | Sell |
3,471
-22
| -0.6% | -$3.56K | 0.39% | 72 |
|
|
2019
Q1 | $634K | Buy |
3,493
+440
| +14% | +$79.9K | 0.47% | 57 |
|
|
2018
Q4 | $493K | Hold |
3,053
| – | – | 0.52% | 62 |
|
|
2018
Q3 | $735K | Hold |
3,053
| – | – | 0.66% | 49 |
|
|
2018
Q2 | $751K | Hold |
3,053
| – | – | 0.69% | 49 |
|
|
2018
Q1 | $727K | Buy |
3,053
+107
| +4% | +$25.5K | 0.7% | 44 |
|
|
2017
Q4 | $808K | Buy |
+2,946
| New | +$808K | 0.74% | 44 |
|