Brandywine Oak Private Wealth’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Hold |
837
| – | – | 0.03% | 193 |
|
|
2025
Q4 | $242K | Buy |
+837
| New | +$220K | 0.02% | 221 |
|
|
2025
Q3 | – | Sell |
-937
| Closed | -$213K | – | 238 |
|
|
2025
Q2 | $213K | Sell |
937
-50
| -5% | -$10.9K | 0.02% | 227 |
|
|
2025
Q1 | $241K | Sell |
987
-3
| -0.3% | -$778 | 0.02% | 202 |
|
|
2024
Q4 | $279K | Buy |
990
+3
| +0.3% | +$838 | 0.03% | 193 |
|
|
2024
Q3 | $270K | Hold |
987
| – | – | 0.03% | 205 |
|
|
2024
Q2 | $296K | Hold |
987
| – | – | 0.03% | 193 |
|
|
2024
Q1 | $286K | Hold |
987
| – | – | 0.03% | 201 |
|
|
2023
Q4 | $250K | Sell |
987
-20
| -2% | -$5.08K | 0.03% | 202 |
|
|
2023
Q3 | $267K | Sell |
1,007
-250
| -20% | -$65K | 0.03% | 197 |
|
|
2023
Q2 | $312K | Hold |
1,257
| – | – | 0.03% | 193 |
|
|
2023
Q1 | $287K | Hold |
1,257
| – | – | 0.03% | 203 |
|
|
2022
Q4 | $218K | Sell |
1,257
-442
| -26% | -$73.5K | 0.03% | 234 |
|
|
2022
Q3 | $252K | Buy |
1,699
+50
| +3% | +$10.6K | 0.03% | 232 |
|
|
2022
Q2 | $373K | Sell |
1,649
-30
| -2% | -$6.4K | 0.05% | 207 |
|
|
2022
Q1 | $388K | Hold |
1,679
| – | – | 0.04% | 223 |
|
|
2021
Q4 | $434K | Buy |
1,679
+550
| +49% | +$132K | 0.05% | 213 |
|
|
2021
Q3 | $247K | Hold |
1,129
| – | – | 0.03% | 289 |
|
|
2021
Q2 | $336K | Hold |
1,129
| – | – | 0.04% | 234 |
|
|
2021
Q1 | $320K | Sell |
1,129
-128
| -10% | -$33K | 0.05% | 192 |
|
|
2020
Q4 | $326K | Buy |
1,257
+128
| +11% | +$35.5K | 0.05% | 183 |
|
|
2020
Q3 | $283K | Buy |
+1,129
| New | +$226K | 0.05% | 194 |
|
|
2019
Q4 | – | Sell |
-2,410
| Closed | -$350K | – | 240 |
|
|
2019
Q3 | $350K | Buy |
2,410
+12
| +0.5% | +$1.94K | 0.07% | 144 |
|
|
2019
Q2 | $393K | Sell |
2,398
-2
| -0.1% | -$350 | 0.08% | 126 |
|
|
2019
Q1 | $435K | Sell |
2,400
-226
| -9% | -$39.9K | 0.09% | 112 |
|
|
2018
Q4 | $423K | Buy |
+2,626
| New | +$555K | 0.1% | 110 |
|
Other funds holding FDX
VCM
VPM
