Curi Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,099
| Closed | -$1.04M | – | 50 |
|
2023
Q4 | $1.04M | Hold |
4,099
| – | – | 0.14% | 63 |
|
2023
Q3 | $1.09M | Sell |
4,099
-105
| -2% | -$27.8K | 0.17% | 62 |
|
2023
Q2 | $1.04M | Sell |
4,204
-15
| -0.4% | -$3.72K | 0.14% | 64 |
|
2023
Q1 | $964K | Sell |
4,219
-13
| -0.3% | -$2.97K | 0.14% | 69 |
|
2022
Q4 | $733K | Sell |
4,232
-118
| -3% | -$20.4K | 0.1% | 101 |
|
2022
Q3 | $646K | Buy |
4,350
+4,347
| +144,900% | +$646K | 0.11% | 98 |
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 559 |
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 560 |
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 525 |
|
2021
Q1 | – | Sell |
-122
| Closed | -$31K | – | 234 |
|
2020
Q4 | $31K | Buy |
+122
| New | +$31K | 0.02% | 177 |
|