Executive 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
Q4 | $260K | Buy |
925
+2
| +0.2% | +$562 | 0.02% | 228 |
|
|
2024
Q3 | $253K | Buy |
923
+7
| +0.8% | +$1.92K | 0.02% | 238 |
|
|
2024
Q2 | $275K | Sell |
916
-20
| -2% | -$6K | 0.05% | 105 |
|
|
2024
Q1 | $262K | Buy |
936
+5
| +0.5% | +$1.4K | 0.02% | 213 |
|
|
2023
Q4 | $236K | Buy |
931
+3
| +0.3% | +$759 | 0.02% | 196 |
|
|
2023
Q3 | $246K | Sell |
928
-175
| -16% | -$46.4K | 0.03% | 176 |
|
|
2023
Q2 | $273K | Buy |
1,103
+3
| +0.3% | +$744 | 0.03% | 165 |
|
|
2023
Q1 | $251K | Buy |
+1,100
| New | +$251K | 0.03% | 169 |
|
|
2022
Q2 | – | Sell |
-923
| Closed | -$213K | – | 190 |
|
|
2022
Q1 | $213K | Buy |
+923
| New | +$213K | 0.02% | 179 |
|
|
2021
Q3 | – | Sell |
-694
| Closed | -$207K | – | 189 |
|
|
2021
Q2 | $207K | Buy |
+694
| New | +$207K | 0.02% | 184 |
|
|
2021
Q1 | – | Sell |
-848
| Closed | -$220K | – | 193 |
|
|
2020
Q4 | $220K | Buy |
+848
| New | +$220K | 0.03% | 162 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$5K | – | 350 |
|
|
2019
Q2 | $5K | Hold |
29
| – | – | ﹤0.01% | 703 |
|
|
2019
Q1 | $5K | Hold |
29
| – | – | ﹤0.01% | 643 |
|
|
2018
Q4 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 667 |
|