Glassman Wealth Services’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,606
| Closed | -$406K | – | 758 |
|
|
2023
Q4 | $406K | Buy |
1,606
+20
| +1% | +$5.08K | 0.06% | 99 |
|
|
2023
Q3 | $420K | Buy |
1,586
+968
| +157% | +$252K | 0.07% | 90 |
|
|
2023
Q2 | $153K | Sell |
618
-855
| -58% | -$196K | 0.02% | 204 |
|
|
2023
Q1 | $337K | Sell |
1,473
-192
| -12% | -$39K | 0.06% | 109 |
|
|
2022
Q4 | $288K | Buy |
1,665
+4
| +0.2% | +$665 | 0.05% | 131 |
|
|
2022
Q3 | $247K | Sell |
1,661
-72
| -4% | -$15.2K | 0.05% | 128 |
|
|
2022
Q2 | $393K | Buy |
1,733
+198
| +13% | +$42.3K | 0.08% | 90 |
|
|
2022
Q1 | $355K | Buy |
1,535
+169
| +12% | +$39.7K | 0.06% | 105 |
|
|
2021
Q4 | $353K | Sell |
1,366
-150
| -10% | -$36K | 0.06% | 100 |
|
|
2021
Q3 | $332K | Buy |
1,516
+39
| +3% | +$10.6K | 0.07% | 101 |
|
|
2021
Q2 | $441K | Buy |
1,477
+4
| +0.3% | +$1.19K | 0.09% | 84 |
|
|
2021
Q1 | $418K | Sell |
1,473
-104
| -7% | -$26.8K | 0.09% | 93 |
|
|
2020
Q4 | $409K | Buy |
1,577
+40
| +3% | +$11.1K | 0.09% | 90 |
|
|
2020
Q3 | $387K | Buy |
1,537
+127
| +9% | +$25.4K | 0.11% | 83 |
|
|
2020
Q2 | $198K | Buy |
1,410
+64
| +5% | +$8.05K | 0.06% | 107 |
|
|
2020
Q1 | $163K | Sell |
1,346
-344
| -20% | -$48.4K | 0.06% | 113 |
|
|
2019
Q4 | $256K | Sell |
1,690
-8
| -0.5% | -$1.23K | 0.1% | 101 |
|
|
2019
Q3 | $247K | Sell |
1,698
-30
| -2% | -$4.84K | 0.1% | 96 |
|
|
2019
Q2 | $284K | Sell |
1,728
-252
| -13% | -$44.1K | 0.11% | 91 |
|
|
2019
Q1 | $359K | Buy |
1,980
+414
| +26% | +$73.2K | 0.16% | 74 |
|
|
2018
Q4 | $253K | Sell |
1,566
-4
| -0.3% | -$846 | 0.14% | 86 |
|
|
2018
Q3 | $378K | Hold |
1,570
| – | – | 0.17% | 66 |
|
|
2018
Q2 | $356K | Sell |
1,570
-100
| -6% | -$24.8K | 0.18% | 60 |
|
|
2018
Q1 | $401K | Buy |
1,670
+104
| +7% | +$26.3K | 0.25% | 48 |
|
|
2017
Q4 | $391K | Sell |
1,566
-63
| -4% | -$14.4K | 0.24% | 44 |
|
|
2017
Q3 | $367K | Hold |
1,629
| – | – | 0.24% | 45 |
|
|
2017
Q2 | $354K | Buy |
1,629
+355
| +28% | +$70.1K | 0.23% | 46 |
|
|
2017
Q1 | $249K | Hold |
1,274
| – | – | 0.17% | 58 |
|
|
2016
Q4 | $237K | Buy |
1,274
+1,050
| +469% | +$193K | 0.17% | 64 |
|
|
2016
Q3 | $39K | Sell |
224
-750
| -77% | -$123K | 0.03% | 160 |
|
|
2016
Q2 | $148K | Buy |
974
+650
| +201% | +$105K | 0.13% | 76 |
|
|
2016
Q1 | $53K | Buy |
324
+100
| +45% | +$13.9K | 0.05% | 133 |
|
|
2015
Q4 | $34K | Hold |
224
| – | – | 0.03% | 167 |
|
|
2015
Q3 | $32K | Buy |
224
+132
| +143% | +$21.1K | 0.03% | 171 |
|
|
2015
Q2 | $16K | Hold |
92
| – | – | 0.01% | 254 |
|
|
2015
Q1 | $15K | Hold |
92
| – | – | 0.01% | 264 |
|
|
2014
Q4 | $16K | Buy |
+92
| New | +$15.6K | 0.01% | 282 |
|
Other funds holding FDX
