BWP
Baldwin Wealth Partners’s FedEx FDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $346K | Sell |
1,520
-40
| -3% | -$9.09K | 0.02% | 172 |
|
2025
Q1 | $380K | Sell |
1,560
-115
| -7% | -$28K | 0.03% | 163 |
|
2024
Q4 | $471K | Sell |
1,675
-67
| -4% | -$18.8K | 0.03% | 156 |
|
2024
Q3 | $477K | Buy |
1,742
+1
| +0.1% | +$274 | 0.03% | 204 |
|
2024
Q2 | $522K | Sell |
1,741
-150
| -8% | -$45K | 0.04% | 139 |
|
2024
Q1 | $548K | Sell |
1,891
-960
| -34% | -$278K | 0.04% | 142 |
|
2023
Q4 | $721K | Sell |
2,851
-950
| -25% | -$240K | 0.06% | 119 |
|
2023
Q3 | $1.01M | Hold |
3,801
| – | – | 0.09% | 109 |
|
2023
Q2 | $942K | Sell |
3,801
-60
| -2% | -$14.9K | 0.08% | 113 |
|
2023
Q1 | $882K | Sell |
3,861
-75
| -2% | -$17.1K | 0.08% | 116 |
|
2022
Q4 | $682K | Buy |
+3,936
| New | +$682K | 0.06% | 134 |
|
2021
Q2 | – | Sell |
-30
| Closed | -$9K | – | 656 |
|
2021
Q1 | $9K | Hold |
30
| – | – | ﹤0.01% | 519 |
|
2020
Q4 | $8K | Hold |
30
| – | – | ﹤0.01% | 468 |
|
2020
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 443 |
|
2020
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 478 |
|
2020
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 480 |
|
2019
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 478 |
|
2019
Q3 | $4K | Sell |
30
-90
| -75% | -$12K | ﹤0.01% | 482 |
|
2019
Q2 | $20K | Hold |
120
| – | – | ﹤0.01% | 397 |
|
2019
Q1 | $22K | Sell |
120
-106
| -47% | -$19.4K | ﹤0.01% | 387 |
|
2018
Q4 | $36K | Hold |
226
| – | – | 0.01% | 317 |
|
2018
Q3 | $54K | Buy |
226
+86
| +61% | +$20.5K | 0.01% | 303 |
|
2018
Q2 | $32K | Hold |
140
| – | – | 0.01% | 353 |
|
2018
Q1 | $34K | Hold |
140
| – | – | 0.01% | 333 |
|
2017
Q4 | $35K | Hold |
140
| – | – | 0.01% | 332 |
|
2017
Q3 | $32K | Hold |
140
| – | – | 0.01% | 323 |
|
2017
Q2 | $30K | Sell |
140
-50
| -26% | -$10.7K | ﹤0.01% | 339 |
|
2017
Q1 | $37K | Hold |
190
| – | – | 0.01% | 320 |
|
2016
Q4 | $35K | Sell |
190
-70
| -27% | -$12.9K | 0.01% | 319 |
|
2016
Q3 | $45K | Sell |
260
-329
| -56% | -$56.9K | 0.01% | 307 |
|
2016
Q2 | $89K | Sell |
589
-81
| -12% | -$12.2K | 0.02% | 218 |
|
2016
Q1 | $109K | Sell |
670
-6,691
| -91% | -$1.09M | 0.02% | 229 |
|
2015
Q4 | $1.1M | Sell |
7,361
-454
| -6% | -$67.7K | 0.18% | 115 |
|
2015
Q3 | $1.13M | Sell |
7,815
-9,767
| -56% | -$1.41M | 0.19% | 109 |
|
2015
Q2 | $3M | Buy |
17,582
+135
| +0.8% | +$23K | 0.44% | 58 |
|
2015
Q1 | $2.89M | Buy |
17,447
+108
| +0.6% | +$17.9K | 0.43% | 60 |
|
2014
Q4 | $3.01M | Buy |
17,339
+3,855
| +29% | +$669K | 0.44% | 60 |
|
2014
Q3 | $2.18M | Buy |
13,484
+937
| +7% | +$151K | 0.31% | 74 |
|
2014
Q2 | $1.9M | Buy |
12,547
+113
| +0.9% | +$17.1K | 0.28% | 76 |
|
2014
Q1 | $1.65M | Buy |
12,434
+130
| +1% | +$17.2K | 0.26% | 82 |
|
2013
Q4 | $1.77M | Buy |
+12,304
| New | +$1.77M | 0.28% | 82 |
|