Heartwood Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
1,355
| – | – | 0.03% | 148 |
|
|
2025
Q1 | $330K | Hold |
1,355
| – | – | 0.04% | 127 |
|
|
2024
Q4 | $381K | Hold |
1,355
| – | – | 0.04% | 109 |
|
|
2024
Q3 | $371K | Hold |
1,355
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $406K | Hold |
1,355
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $393K | Sell |
1,355
-16
| -1% | -$4.64K | 0.05% | 100 |
|
|
2023
Q4 | $347K | Buy |
1,371
+16
| +1% | +$4.05K | 0.05% | 102 |
|
|
2023
Q3 | $359K | Hold |
1,355
| – | – | 0.05% | 97 |
|
|
2023
Q2 | $336K | Buy |
+1,355
| New | +$336K | 0.05% | 103 |
|