BerganKDV Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $136K | Sell |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $82K | Buy |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $132K | Sell |
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|
2021
Q3 | $145K | Hold |
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|
2021
Q2 | $197K | Hold |
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|
2021
Q1 | $187K | Sell |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $141K | Sell |
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|
2020
Q1 | $134K | Hold |
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|
2019
Q4 | $167K | Buy |
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|
2019
Q3 | $149K | Sell |
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|
2019
Q2 | $201K | Hold |
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|
2019
Q1 | $222K | Hold |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $273K | Sell |
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|
2018
Q2 | $258K | Buy |
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