GWA
GGM Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $228K | Sell |
1,080
-1
| -0.1% | -$212 | 0.13% | 121 |
|
|
2024
Q4 | $306K | Sell |
1,081
-2
| -0.2% | -$565 | 0.16% | 106 |
|
|
2024
Q3 | $298K | Hold |
1,083
| – | – | 0.13% | 114 |
|
|
2024
Q2 | $325K | Sell |
1,083
-3
| -0.3% | -$900 | 0.15% | 102 |
|
|
2024
Q1 | $300K | Sell |
1,086
-1
| -0.1% | -$276 | 0.14% | 104 |
|
|
2023
Q4 | $273K | Sell |
1,087
-4
| -0.4% | -$1.01K | 0.11% | 120 |
|
|
2023
Q3 | $290K | Hold |
1,091
| – | – | 0.13% | 111 |
|
|
2023
Q2 | $282K | Buy |
+1,091
| New | +$282K | 0.11% | 117 |
|
|
2023
Q1 | – | Sell |
-1,097
| Closed | -$204K | – | 86 |
|
|
2022
Q4 | $204K | Buy |
+1,097
| New | +$204K | 0.11% | 130 |
|
|
2022
Q3 | – | Sell |
-1,097
| Closed | -$244K | – | 136 |
|
|
2022
Q2 | $244K | Hold |
1,097
| – | – | 0.14% | 114 |
|
|
2022
Q1 | $229K | Hold |
1,097
| – | – | 0.11% | 129 |
|
|
2021
Q4 | $280K | Hold |
1,097
| – | – | 0.22% | 80 |
|
|
2021
Q3 | $258K | Sell |
1,097
-10
| -0.9% | -$2.35K | 0.2% | 79 |
|
|
2021
Q2 | $323K | Hold |
1,107
| – | – | 0.27% | 65 |
|
|
2021
Q1 | $321K | Buy |
1,107
+44
| +4% | +$12.8K | 0.26% | 66 |
|
|
2020
Q4 | $268K | Buy |
+1,063
| New | +$268K | 0.26% | 56 |
|