AWM
Avior Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
1,011
-60
| -6% | -$13.6K | 0.01% | 635 |
|
|
2025
Q1 | $261K | Sell |
1,071
-49
| -4% | -$11.9K | 0.01% | 584 |
|
|
2024
Q4 | $315K | Sell |
1,120
-2,043
| -65% | -$575K | 0.01% | 580 |
|
|
2024
Q3 | $866K | Buy |
3,163
+25
| +0.8% | +$6.84K | 0.03% | 321 |
|
|
2024
Q2 | $938K | Sell |
3,138
-57
| -2% | -$17K | 0.04% | 286 |
|
|
2024
Q1 | $926K | Buy |
3,195
+973
| +44% | +$282K | 0.04% | 304 |
|
|
2023
Q4 | $562K | Buy |
2,222
+20
| +0.9% | +$5.06K | 0.03% | 318 |
|
|
2023
Q3 | $583K | Hold |
2,202
| – | – | 0.04% | 287 |
|
|
2023
Q2 | $546K | Hold |
2,202
| – | – | 0.04% | 317 |
|
|
2023
Q1 | $503K | Buy |
2,202
+104
| +5% | +$23.8K | 0.03% | 342 |
|
|
2022
Q4 | $363K | Sell |
2,098
-70
| -3% | -$12.1K | 0.03% | 374 |
|
|
2022
Q3 | $321K | Sell |
2,168
-3,169
| -59% | -$469K | 0.03% | 375 |
|
|
2022
Q2 | $1.21M | Sell |
5,337
-213
| -4% | -$48.3K | 0.12% | 129 |
|
|
2022
Q1 | $1.28M | Buy |
5,550
+114
| +2% | +$26.4K | 0.11% | 135 |
|
|
2021
Q4 | $1.41M | Buy |
5,436
+406
| +8% | +$105K | 0.12% | 142 |
|
|
2021
Q3 | $1.1M | Sell |
5,030
-150
| -3% | -$32.9K | 0.09% | 164 |
|
|
2021
Q2 | $1.55M | Sell |
5,180
-5
| -0.1% | -$1.49K | 0.16% | 125 |
|
|
2021
Q1 | $1.47M | Hold |
5,185
| – | – | 0.16% | 130 |
|
|
2020
Q4 | $1.35M | Buy |
5,185
+110
| +2% | +$28.6K | 0.17% | 125 |
|
|
2020
Q3 | $1.28M | Buy |
5,075
+461
| +10% | +$116K | 0.18% | 123 |
|
|
2020
Q2 | $647K | Sell |
4,614
-327
| -7% | -$45.9K | 0.1% | 185 |
|
|
2020
Q1 | $599K | Buy |
4,941
+36
| +0.7% | +$4.36K | 0.12% | 167 |
|
|
2019
Q4 | $741K | Buy |
4,905
+52
| +1% | +$7.86K | 0.12% | 172 |
|
|
2019
Q3 | $706K | Buy |
4,853
+1,486
| +44% | +$216K | 0.12% | 168 |
|
|
2019
Q2 | $553K | Buy |
3,367
+811
| +32% | +$133K | 0.1% | 193 |
|
|
2019
Q1 | $463K | Buy |
2,556
+1,224
| +92% | +$222K | 0.1% | 206 |
|
|
2018
Q4 | $213K | Buy |
1,332
+89
| +7% | +$14.2K | 0.05% | 298 |
|
|
2018
Q3 | $299K | Buy |
1,243
+1,213
| +4,043% | +$292K | 0.06% | 260 |
|
|
2018
Q2 | $7K | Sell |
30
-3
| -9% | -$700 | ﹤0.01% | 614 |
|
|
2018
Q1 | $8K | Buy |
33
+31
| +1,550% | +$7.52K | ﹤0.01% | 598 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 794 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$11K | – | 504 |
|
|
2017
Q2 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 300 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 510 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 476 |
|
|
2016
Q1 | – | Sell |
-101
| Closed | -$15K | – | 493 |
|
|
2015
Q4 | $15K | Hold |
101
| – | – | 0.01% | 282 |
|
|
2015
Q3 | $15K | Hold |
101
| – | – | 0.01% | 255 |
|
|
2015
Q2 | $17K | Hold |
101
| – | – | 0.01% | 219 |
|
|
2015
Q1 | $17K | Hold |
101
| – | – | 0.01% | 210 |
|
|
2014
Q4 | $17K | Hold |
101
| – | – | 0.01% | 198 |
|
|
2014
Q3 | $16K | Hold |
101
| – | – | 0.01% | 205 |
|
|
2014
Q2 | $15K | Buy |
101
+1
| +1% | +$149 | 0.01% | 212 |
|
|
2014
Q1 | $13K | Buy |
+100
| New | +$13K | 0.01% | 213 |
|