BWM
BerganKDV Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $136K | Sell |
549
-7
| -1% | -$1.74K | 0.01% | 266 |
|
|
2023
Q1 | $127K | Sell |
556
-56
| -9% | -$12.8K | 0.01% | 284 |
|
|
2022
Q4 | $106K | Buy |
612
+57
| +10% | +$9.87K | 0.01% | 303 |
|
|
2022
Q3 | $82K | Buy |
555
+44
| +9% | +$6.5K | 0.01% | 312 |
|
|
2022
Q2 | $116K | Hold |
511
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $118K | Hold |
511
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $132K | Sell |
511
-149
| -23% | -$38.5K | 0.01% | 302 |
|
|
2021
Q3 | $145K | Hold |
660
| – | – | 0.02% | 276 |
|
|
2021
Q2 | $197K | Hold |
660
| – | – | 0.02% | 244 |
|
|
2021
Q1 | $187K | Sell |
660
-400
| -38% | -$113K | 0.02% | 245 |
|
|
2020
Q4 | $275K | Buy |
1,060
+51
| +5% | +$13.2K | 0.04% | 196 |
|
|
2020
Q3 | $254K | Buy |
1,009
+5
| +0.5% | +$1.26K | 0.04% | 199 |
|
|
2020
Q2 | $141K | Sell |
1,004
-98
| -9% | -$13.8K | 0.02% | 244 |
|
|
2020
Q1 | $134K | Hold |
1,102
| – | – | 0.03% | 231 |
|
|
2019
Q4 | $167K | Buy |
1,102
+80
| +8% | +$12.1K | 0.03% | 235 |
|
|
2019
Q3 | $149K | Sell |
1,022
-200
| -16% | -$29.2K | 0.03% | 227 |
|
|
2019
Q2 | $201K | Hold |
1,222
| – | – | 0.04% | 211 |
|
|
2019
Q1 | $222K | Hold |
1,222
| – | – | 0.05% | 199 |
|
|
2018
Q4 | $197K | Buy |
1,222
+89
| +8% | +$14.3K | 0.05% | 185 |
|
|
2018
Q3 | $273K | Sell |
1,133
-3
| -0.3% | -$723 | 0.06% | 166 |
|
|
2018
Q2 | $258K | Buy |
+1,136
| New | +$258K | 0.06% | 179 |
|