HWA
HHM Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Sell |
540
-9
| -2% | -$2.05K | 0.01% | 256 |
|
|
2025
Q1 | $134K | Buy |
549
+5
| +0.9% | +$1.22K | 0.02% | 233 |
|
|
2024
Q4 | $153K | Buy |
544
+80
| +17% | +$22.5K | 0.02% | 214 |
|
|
2024
Q3 | $127K | Buy |
464
+18
| +4% | +$4.93K | 0.02% | 226 |
|
|
2024
Q2 | $134K | Buy |
446
+28
| +7% | +$8.4K | 0.02% | 216 |
|
|
2024
Q1 | $121K | Sell |
418
-44
| -10% | -$12.7K | 0.02% | 191 |
|
|
2023
Q4 | $117K | Hold |
462
| – | – | 0.02% | 192 |
|
|
2023
Q3 | $122K | Sell |
462
-52
| -10% | -$13.8K | 0.02% | 180 |
|
|
2023
Q2 | $127K | Buy |
514
+52
| +11% | +$12.9K | 0.02% | 177 |
|
|
2023
Q1 | $106K | Buy |
462
+94
| +26% | +$21.5K | 0.02% | 194 |
|
|
2022
Q4 | $63.7K | Hold |
368
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $55K | Sell |
368
-79
| -18% | -$11.8K | 0.01% | 220 |
|
|
2022
Q2 | $101K | Sell |
447
-100
| -18% | -$22.6K | 0.03% | 192 |
|
|
2022
Q1 | $127K | Hold |
547
| – | – | 0.03% | 192 |
|
|
2021
Q4 | $141K | Sell |
547
-158
| -22% | -$40.7K | 0.03% | 178 |
|
|
2021
Q3 | $155K | Sell |
705
-93
| -12% | -$20.4K | 0.04% | 159 |
|
|
2021
Q2 | $238K | Buy |
798
+100
| +14% | +$29.8K | 0.06% | 118 |
|
|
2021
Q1 | $198K | Hold |
698
| – | – | 0.06% | 113 |
|
|
2020
Q4 | $181K | Sell |
698
-507
| -42% | -$131K | 0.06% | 112 |
|
|
2020
Q3 | $303K | Buy |
1,205
+231
| +24% | +$58.1K | 0.12% | 63 |
|
|
2020
Q2 | $137K | Sell |
974
-119
| -11% | -$16.7K | 0.06% | 106 |
|
|
2020
Q1 | $133K | Sell |
1,093
-509
| -32% | -$61.9K | 0.06% | 99 |
|
|
2019
Q4 | $242K | Buy |
+1,602
| New | +$242K | 0.12% | 72 |
|