EWM
Evermay Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Hold |
50
| – | – | ﹤0.01% | 436 |
|
|
2025
Q1 | $12.2K | Sell |
50
-45
| -47% | -$11K | ﹤0.01% | 425 |
|
|
2024
Q4 | $26.7K | Hold |
95
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $26K | Buy |
95
+40
| +73% | +$10.9K | ﹤0.01% | 381 |
|
|
2024
Q2 | $16.5K | Buy |
55
+5
| +10% | +$1.5K | ﹤0.01% | 413 |
|
|
2024
Q1 | $14.5K | Sell |
50
-2
| -4% | -$579 | ﹤0.01% | 439 |
|
|
2023
Q4 | $13.2K | Buy |
52
+2
| +4% | +$506 | ﹤0.01% | 425 |
|
|
2023
Q3 | $13.2K | Sell |
50
-7
| -12% | -$1.85K | ﹤0.01% | 402 |
|
|
2023
Q2 | $14.1K | Hold |
57
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $13.1K | Hold |
57
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $9.98K | Sell |
57
-50
| -47% | -$8.76K | ﹤0.01% | 413 |
|
|
2022
Q3 | $16K | Buy |
107
+5
| +5% | +$748 | ﹤0.01% | 359 |
|
|
2022
Q2 | $23K | Sell |
102
-654
| -87% | -$147K | ﹤0.01% | 334 |
|
|
2022
Q1 | $175K | Buy |
756
+91
| +14% | +$21.1K | 0.03% | 203 |
|
|
2021
Q4 | $172K | Sell |
665
-855
| -56% | -$221K | 0.03% | 184 |
|
|
2021
Q3 | $333K | Sell |
1,520
-275
| -15% | -$60.2K | 0.06% | 122 |
|
|
2021
Q2 | $536K | Hold |
1,795
| – | – | 0.1% | 90 |
|
|
2021
Q1 | $510K | Hold |
1,795
| – | – | 0.1% | 90 |
|
|
2020
Q4 | $466K | Hold |
1,795
| – | – | 0.1% | 91 |
|
|
2020
Q3 | $451K | Hold |
1,795
| – | – | 0.11% | 85 |
|
|
2020
Q2 | $252K | Hold |
1,795
| – | – | 0.07% | 126 |
|
|
2020
Q1 | $218K | Sell |
1,795
-179
| -9% | -$21.7K | 0.07% | 130 |
|
|
2019
Q4 | $298K | Buy |
+1,974
| New | +$298K | 0.07% | 125 |
|
|
2019
Q1 | – | Sell |
-1,242
| Closed | -$200K | – | 148 |
|
|
2018
Q4 | $200K | Sell |
1,242
-1,496
| -55% | -$241K | 0.06% | 129 |
|
|
2018
Q3 | $659K | Buy |
2,738
+1,285
| +88% | +$309K | 0.21% | 52 |
|
|
2018
Q2 | $330K | Buy |
1,453
+553
| +61% | +$126K | 0.11% | 99 |
|
|
2018
Q1 | $216K | Sell |
900
-740
| -45% | -$178K | 0.07% | 124 |
|
|
2017
Q4 | $409K | Buy |
1,640
+245
| +18% | +$61.1K | 0.15% | 75 |
|
|
2017
Q3 | $315K | Hold |
1,395
| – | – | 0.14% | 65 |
|
|
2017
Q2 | $303K | Hold |
1,395
| – | – | 0.13% | 63 |
|
|
2017
Q1 | $272K | Buy |
+1,395
| New | +$272K | 0.12% | 75 |
|