Independent Solutions Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-944
| Closed | -$230K | – | 181 |
|
|
2025
Q1 | $230K | Sell |
944
-75
| -7% | -$18.3K | 0.05% | 165 |
|
|
2024
Q4 | $287K | Sell |
1,019
-7
| -0.7% | -$1.97K | 0.06% | 143 |
|
|
2024
Q3 | $281K | Sell |
1,026
-100
| -9% | -$27.4K | 0.06% | 146 |
|
|
2024
Q2 | $338K | Sell |
1,126
-220
| -16% | -$66K | 0.08% | 137 |
|
|
2024
Q1 | $390K | Sell |
1,346
-100
| -7% | -$29K | 0.09% | 133 |
|
|
2023
Q4 | $366K | Buy |
1,446
+106
| +8% | +$26.8K | 0.09% | 132 |
|
|
2023
Q3 | $355K | Sell |
1,340
-25
| -2% | -$6.62K | 0.09% | 147 |
|
|
2023
Q2 | $338K | Sell |
1,365
-47
| -3% | -$11.7K | 0.09% | 156 |
|
|
2023
Q1 | $323K | Hold |
1,412
| – | – | 0.1% | 152 |
|
|
2022
Q4 | $245K | Sell |
1,412
-100
| -7% | -$17.3K | 0.07% | 188 |
|
|
2022
Q3 | $224K | Hold |
1,512
| – | – | 0.07% | 190 |
|
|
2022
Q2 | $343K | Hold |
1,512
| – | – | 0.11% | 146 |
|
|
2022
Q1 | $350K | Sell |
1,512
-104
| -6% | -$24.1K | 0.08% | 160 |
|
|
2021
Q4 | $418K | Sell |
1,616
-350
| -18% | -$90.5K | 0.1% | 150 |
|
|
2021
Q3 | $431K | Sell |
1,966
-31
| -2% | -$6.8K | 0.11% | 143 |
|
|
2021
Q2 | $596K | Buy |
1,997
+647
| +48% | +$193K | 0.14% | 128 |
|
|
2021
Q1 | $383K | Sell |
1,350
-25
| -2% | -$7.1K | 0.11% | 138 |
|
|
2020
Q4 | $357K | Sell |
1,375
-75
| -5% | -$19.5K | 0.11% | 129 |
|
|
2020
Q3 | $365K | Hold |
1,450
| – | – | 0.14% | 117 |
|
|
2020
Q2 | $203K | Sell |
1,450
-272
| -16% | -$38.1K | 0.09% | 148 |
|
|
2020
Q1 | $209K | Sell |
1,722
-208
| -11% | -$25.2K | 0.12% | 125 |
|
|
2019
Q4 | $292K | Buy |
+1,930
| New | +$292K | 0.13% | 128 |
|