HWA
HCR Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
5,583
-42
| -0.7% | -$9.55K | 0.15% | 88 |
|
|
2025
Q1 | $1.37M | Sell |
5,625
-356
| -6% | -$86.8K | 0.18% | 79 |
|
|
2024
Q4 | $1.68M | Sell |
5,981
-160
| -3% | -$45K | 0.21% | 74 |
|
|
2024
Q3 | $1.68M | Sell |
6,141
-103
| -2% | -$28.2K | 0.22% | 73 |
|
|
2024
Q2 | $1.87M | Buy |
6,244
+109
| +2% | +$32.7K | 0.27% | 59 |
|
|
2024
Q1 | $1.78M | Sell |
6,135
-273
| -4% | -$79.1K | 0.27% | 64 |
|
|
2023
Q4 | $1.62M | Buy |
6,408
+961
| +18% | +$243K | 0.26% | 65 |
|
|
2023
Q3 | $1.44M | Sell |
5,447
-1,495
| -22% | -$396K | 0.32% | 59 |
|
|
2023
Q2 | $1.72M | Buy |
6,942
+711
| +11% | +$176K | 0.32% | 61 |
|
|
2023
Q1 | $1.43M | Buy |
6,231
+118
| +2% | +$27.1K | 0.28% | 70 |
|
|
2022
Q4 | $1.07M | Sell |
6,113
-2,454
| -29% | -$428K | 0.22% | 78 |
|
|
2022
Q3 | $1.28M | Sell |
8,567
-791
| -8% | -$118K | 0.27% | 72 |
|
|
2022
Q2 | $2.13M | Sell |
9,358
-1,843
| -16% | -$420K | 0.43% | 50 |
|
|
2022
Q1 | $2.59M | Sell |
11,201
-654
| -6% | -$151K | 0.42% | 51 |
|
|
2021
Q4 | $3.07M | Sell |
11,855
-67
| -0.6% | -$17.3K | 0.48% | 45 |
|
|
2021
Q3 | $2.61M | Buy |
11,922
+123
| +1% | +$27K | 0.44% | 55 |
|
|
2021
Q2 | $3.52M | Buy |
11,799
+443
| +4% | +$132K | 0.61% | 30 |
|
|
2021
Q1 | $3.23M | Buy |
+11,356
| New | +$3.23M | 0.64% | 30 |
|
|
2020
Q2 | – | Sell |
-1,769
| Closed | -$215K | – | 251 |
|
|
2020
Q1 | $215K | Buy |
1,769
+107
| +6% | +$13K | 0.06% | 141 |
|
|
2019
Q4 | $251K | Buy |
+1,662
| New | +$251K | 0.06% | 139 |
|
|
2019
Q2 | – | Sell |
-13,987
| Closed | -$429K | – | 165 |
|
|
2019
Q1 | $429K | Buy |
13,987
+6,710
| +92% | +$206K | 0.12% | 115 |
|
|
2018
Q4 | $1.17M | Hold |
7,277
| – | – | 0.38% | 56 |
|
|
2018
Q3 | $1.6M | Buy |
7,277
+111
| +2% | +$24.4K | 0.52% | 46 |
|
|
2018
Q2 | $1.64M | Buy |
7,166
+574
| +9% | +$131K | 0.54% | 39 |
|
|
2018
Q1 | $1.58M | Buy |
6,592
+300
| +5% | +$72K | 0.55% | 41 |
|
|
2017
Q4 | $1.57M | Buy |
6,292
+382
| +6% | +$95.3K | 0.55% | 43 |
|
|
2017
Q3 | $1.33M | Buy |
+5,910
| New | +$1.33M | 0.56% | 43 |
|