Briaud Financial Planning’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29K | Buy |
129
+12
| +10% | +$2.7K | 0.01% | 133 |
|
2025
Q1 | $28K | Hold |
117
| – | – | 0.01% | 106 |
|
2024
Q4 | $32K | Hold |
117
| – | – | 0.01% | 96 |
|
2024
Q3 | $32K | Hold |
117
| – | – | 0.02% | 81 |
|
2024
Q2 | $35K | Hold |
117
| – | – | 0.02% | 72 |
|
2024
Q1 | $34K | Buy |
+117
| New | +$34K | 0.02% | 69 |
|
2023
Q4 | – | Sell |
-152
| Closed | -$40K | – | 69 |
|
2023
Q3 | $40K | Buy |
+152
| New | +$40K | 0.03% | 61 |
|