Integrated Wealth Concepts’s FedEx FDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
9,415
+1,728
+22% +$393K 0.02% 598
2025
Q1
$1.87M Sell
7,687
-716
-9% -$175K 0.02% 594
2024
Q4
$2.36M Buy
8,403
+426
+5% +$120K 0.03% 502
2024
Q3
$2.18M Sell
7,977
-819
-9% -$224K 0.03% 521
2024
Q2
$2.64M Sell
8,796
-531
-6% -$159K 0.04% 425
2024
Q1
$2.7M Buy
9,327
+329
+4% +$95.3K 0.04% 415
2023
Q4
$2.28M Sell
8,998
-9
-0.1% -$2.28K 0.04% 431
2023
Q3
$2.39M Sell
9,007
-742
-8% -$197K 0.04% 392
2023
Q2
$2.42M Buy
9,749
+1,200
+14% +$297K 0.04% 393
2023
Q1
$1.95M Buy
8,549
+2,701
+46% +$617K 0.04% 419
2022
Q4
$1.01M Buy
5,848
+1,309
+29% +$227K 0.03% 469
2022
Q3
$674K Sell
4,539
-41
-0.9% -$6.09K 0.02% 515
2022
Q2
$1.04M Sell
4,580
-774
-14% -$175K 0.03% 421
2022
Q1
$1.24M Buy
5,354
+220
+4% +$50.9K 0.04% 350
2021
Q4
$1.33M Buy
5,134
+475
+10% +$123K 0.04% 342
2021
Q3
$1.02M Buy
4,659
+2,718
+140% +$596K 0.03% 376
2021
Q2
$579K Buy
1,941
+7
+0.4% +$2.09K 0.02% 503
2021
Q1
$549K Buy
1,934
+544
+39% +$154K 0.02% 452
2020
Q4
$361K Buy
1,390
+92
+7% +$23.9K 0.02% 477
2020
Q3
$326K Buy
+1,298
New +$326K 0.02% 436