CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Sell |
4,372
-85
| -2% | -$19K | 0.35% | 61 |
|
|
2025
Q1 | $907K | Sell |
4,457
-31
| -0.7% | -$6.31K | 0.37% | 58 |
|
|
2024
Q4 | $1.13M | Buy |
4,488
+89
| +2% | +$22.5K | 0.42% | 56 |
|
|
2024
Q3 | $1.19M | Sell |
4,399
-22
| -0.5% | -$5.97K | 0.45% | 50 |
|
|
2024
Q2 | $1.33M | Sell |
4,421
-16
| -0.4% | -$4.81K | 0.52% | 47 |
|
|
2024
Q1 | $1.18M | Sell |
4,437
-261
| -6% | -$69.3K | 0.5% | 47 |
|
|
2023
Q4 | $1.17M | Buy |
4,698
+18
| +0.4% | +$4.5K | 0.49% | 48 |
|
|
2023
Q3 | $1.1M | Hold |
4,680
| – | – | 0.51% | 45 |
|
|
2023
Q2 | $1.23M | Sell |
4,680
-56
| -1% | -$14.7K | 0.54% | 46 |
|
|
2023
Q1 | $1.07M | Sell |
4,736
-270
| -5% | -$61.1K | 0.49% | 52 |
|
|
2022
Q4 | $954K | Sell |
5,006
-105
| -2% | -$20K | 0.42% | 65 |
|
|
2022
Q3 | $783K | Buy |
5,111
+110
| +2% | +$16.9K | 0.37% | 70 |
|
|
2022
Q2 | $1.15M | Sell |
5,001
-202
| -4% | -$46.6K | 0.53% | 51 |
|
|
2022
Q1 | $1.05M | Sell |
5,203
-100
| -2% | -$20.2K | 0.43% | 64 |
|
|
2021
Q4 | $1.29M | Buy |
5,303
+70
| +1% | +$17.1K | 0.55% | 51 |
|
|
2021
Q3 | $1.3M | Buy |
5,233
+558
| +12% | +$139K | 0.52% | 53 |
|
|
2021
Q2 | $1.37M | Buy |
4,675
+115
| +3% | +$33.6K | 0.59% | 46 |
|
|
2021
Q1 | $1.31M | Sell |
4,560
-69
| -1% | -$19.8K | 0.58% | 45 |
|
|
2020
Q4 | $1.16M | Sell |
4,629
-163
| -3% | -$40.7K | 0.57% | 48 |
|
|
2020
Q3 | $1.28M | Sell |
4,792
-555
| -10% | -$149K | 0.67% | 40 |
|
|
2020
Q2 | $907K | Sell |
5,347
-990
| -16% | -$168K | 0.52% | 52 |
|
|
2020
Q1 | $821K | Buy |
6,337
+1,225
| +24% | +$159K | 0.5% | 53 |
|
|
2019
Q4 | $759K | Sell |
5,112
-488
| -9% | -$72.5K | 0.43% | 57 |
|
|
2019
Q3 | $792K | Sell |
5,600
-275
| -5% | -$38.9K | 0.49% | 52 |
|
|
2019
Q2 | $970K | Sell |
5,875
-15
| -0.3% | -$2.48K | 0.59% | 48 |
|
|
2019
Q1 | $1.07M | Buy |
5,890
+113
| +2% | +$20.5K | 0.67% | 43 |
|
|
2018
Q4 | $932K | Buy |
5,777
+825
| +17% | +$133K | 0.67% | 39 |
|
|
2018
Q3 | $1.19M | Buy |
4,952
+117
| +2% | +$28.2K | 0.73% | 39 |
|
|
2018
Q2 | $1.15M | Buy |
4,835
+5
| +0.1% | +$1.18K | 0.74% | 39 |
|
|
2018
Q1 | $1.13M | Sell |
4,830
-327
| -6% | -$76.8K | 0.76% | 38 |
|
|
2017
Q4 | $1.29M | Buy |
5,157
+650
| +14% | +$162K | 0.81% | 37 |
|
|
2017
Q3 | $1.02M | Sell |
4,507
-25
| -0.6% | -$5.64K | 0.65% | 45 |
|
|
2017
Q2 | $984K | Sell |
4,532
-40
| -0.9% | -$8.69K | 0.67% | 41 |
|
|
2017
Q1 | $892K | Buy |
4,572
+715
| +19% | +$139K | 0.62% | 42 |
|
|
2016
Q4 | $718K | Buy |
3,857
+180
| +5% | +$33.5K | 0.52% | 50 |
|
|
2016
Q3 | $642K | Buy |
3,677
+188
| +5% | +$32.8K | 0.5% | 50 |
|
|
2016
Q2 | $529K | Buy |
+3,489
| New | +$529K | 0.42% | 55 |
|
|
2013
Q3 | – | Sell |
-14,673
| Closed | -$1.45M | – | 53 |
|
|
2013
Q2 | $1.45M | Buy |
+14,673
| New | +$1.45M | 2.31% | 15 |
|