FWP
Falcon Wealth Planning’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
1,149
-49
| -4% | -$11.1K | 0.03% | 146 |
|
|
2025
Q1 | $292K | Buy |
1,198
+294
| +33% | +$71.7K | 0.03% | 140 |
|
|
2024
Q4 | $254K | Sell |
904
-4
| -0.4% | -$1.13K | 0.03% | 142 |
|
|
2024
Q3 | $249K | Buy |
908
+7
| +0.8% | +$1.92K | 0.03% | 136 |
|
|
2024
Q2 | $270K | Buy |
901
+85
| +10% | +$25.5K | 0.04% | 115 |
|
|
2024
Q1 | $236K | Sell |
816
-149
| -15% | -$43.2K | 0.04% | 124 |
|
|
2023
Q4 | $244K | Buy |
+965
| New | +$244K | 0.04% | 116 |
|