JPWM
Jamison Private Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
11,810
+969
| +9% | +$220K | 0.39% | 62 |
|
|
2025
Q1 | $2.64M | Sell |
10,841
-134
| -1% | -$32.7K | 0.4% | 62 |
|
|
2024
Q4 | $3.09M | Buy |
10,975
+626
| +6% | +$176K | 0.46% | 55 |
|
|
2024
Q3 | $2.83M | Buy |
10,349
+714
| +7% | +$195K | 0.43% | 58 |
|
|
2024
Q2 | $2.89M | Buy |
9,635
+289
| +3% | +$86.7K | 0.48% | 55 |
|
|
2024
Q1 | $2.71M | Buy |
9,346
+198
| +2% | +$57.4K | 0.46% | 54 |
|
|
2023
Q4 | $2.31M | Sell |
9,148
-140
| -2% | -$35.4K | 0.43% | 60 |
|
|
2023
Q3 | $2.46M | Buy |
+9,288
| New | +$2.46M | 0.51% | 56 |
|