Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.43M | Sell |
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|
2024
Q2 | $7.13M | Buy |
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|
2024
Q1 | $6.83M | Buy |
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|
2023
Q4 | $5.86M | Sell |
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|
2023
Q3 | $6.15M | Sell |
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|
2023
Q2 | $5.85M | Sell |
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|
2023
Q1 | $5.63M | Buy |
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|
2022
Q4 | $4.24M | Buy |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $5.32M | Buy |
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|
2022
Q1 | $5.33M | Buy |
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|
2021
Q4 | $5.85M | Buy |
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|
2021
Q3 | $4.84M | Buy |
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|
2021
Q2 | $6.42M | Buy |
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|
2021
Q1 | $6.08M | Sell |
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|
2020
Q4 | $5.62M | Sell |
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|
2020
Q3 | $5.78M | Sell |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | $2.51M | Buy |
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|
2019
Q4 | $2.75M | Buy |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q2 | $2.36M | Buy |
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|
2019
Q1 | $2.35M | Buy |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $2.46M | Sell |
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|
2018
Q2 | $2.38M | Buy |
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|
2018
Q1 | $2.42M | Buy |
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|
2017
Q4 | $2.51M | Sell |
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|
2017
Q3 | $2.4M | Buy |
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|
2017
Q2 | $2.31M | Sell |
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|
2017
Q1 | $2.11M | Sell |
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|
2016
Q4 | $2.08M | Buy |
|