BWM
BCS Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
1,010
+32
| +3% | +$7.29K | 0.05% | 234 |
|
|
2025
Q1 | $238K | Sell |
978
-70
| -7% | -$17K | 0.06% | 219 |
|
|
2024
Q4 | $295K | Hold |
1,048
| – | – | 0.07% | 200 |
|
|
2024
Q3 | $287K | Hold |
1,048
| – | – | 0.12% | 131 |
|
|
2024
Q2 | $314K | Hold |
1,048
| – | – | 0.15% | 122 |
|
|
2024
Q1 | $304K | Buy |
1,048
+70
| +7% | +$20.3K | 0.1% | 187 |
|
|
2023
Q4 | $247K | Sell |
978
-35
| -3% | -$8.84K | 0.09% | 186 |
|
|
2023
Q3 | $268K | Hold |
1,013
| – | – | 0.11% | 161 |
|
|
2023
Q2 | $251K | Buy |
+1,013
| New | +$251K | 0.18% | 95 |
|
|
2022
Q3 | – | Sell |
-982
| Closed | -$223K | – | 184 |
|
|
2022
Q2 | $223K | Buy |
982
+4
| +0.4% | +$908 | 0.1% | 162 |
|
|
2022
Q1 | $226K | Sell |
978
-4
| -0.4% | -$924 | 0.09% | 172 |
|
|
2021
Q4 | $254K | Buy |
982
+4
| +0.4% | +$1.04K | 0.09% | 173 |
|
|
2021
Q3 | $214K | Hold |
978
| – | – | 0.09% | 163 |
|
|
2021
Q2 | $292K | Hold |
978
| – | – | 0.16% | 121 |
|
|
2021
Q1 | $278K | Hold |
978
| – | – | 0.13% | 125 |
|
|
2020
Q4 | $254K | Hold |
978
| – | – | 0.13% | 119 |
|
|
2020
Q3 | $246K | Buy |
+978
| New | +$246K | 0.14% | 109 |
|