BigSur Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Hold |
1,120
| – | – | 0.06% | 140 |
|
2025
Q1 | $275K | Hold |
1,120
| – | – | 0.07% | 133 |
|
2024
Q4 | $317K | Hold |
1,120
| – | – | 0.09% | 126 |
|
2024
Q3 | $308K | Hold |
1,120
| – | – | 0.08% | 129 |
|
2024
Q2 | $337K | Hold |
1,120
| – | – | 0.1% | 125 |
|
2024
Q1 | $326K | Buy |
+1,120
| New | +$326K | 0.1% | 124 |
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$218K | – | 105 |
|
2019
Q1 | $218K | Buy |
+1,200
| New | +$218K | 0.14% | 96 |
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$290K | – | 102 |
|
2018
Q3 | $290K | Hold |
1,200
| – | – | 0.18% | 81 |
|
2018
Q2 | $273K | Hold |
1,200
| – | – | 0.2% | 80 |
|
2018
Q1 | $289K | Hold |
1,200
| – | – | 0.21% | 87 |
|
2017
Q4 | $300K | Hold |
1,200
| – | – | 0.3% | 70 |
|
2017
Q3 | $271K | Hold |
1,200
| – | – | 0.27% | 74 |
|
2017
Q2 | $250K | Hold |
1,200
| – | – | 0.25% | 78 |
|
2017
Q1 | $229K | Hold |
1,200
| – | – | 0.25% | 77 |
|
2016
Q4 | $224K | Buy |
+1,200
| New | +$224K | 0.3% | 69 |
|