JWM
JGP Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Hold |
1,832
| – | – | 0.05% | 145 |
|
|
2025
Q1 | $447K | Buy |
1,832
+18
| +1% | +$4.39K | 0.06% | 133 |
|
|
2024
Q4 | $510K | Hold |
1,814
| – | – | 0.07% | 126 |
|
|
2024
Q3 | $496K | Buy |
1,814
+15
| +0.8% | +$4.11K | 0.06% | 127 |
|
|
2024
Q2 | $539K | Sell |
1,799
-4
| -0.2% | -$1.2K | 0.08% | 121 |
|
|
2024
Q1 | $522K | Sell |
1,803
-11
| -0.6% | -$3.19K | 0.08% | 120 |
|
|
2023
Q4 | $459K | Buy |
1,814
+4
| +0.2% | +$1.01K | 0.07% | 120 |
|
|
2023
Q3 | $480K | Hold |
1,810
| – | – | 0.08% | 113 |
|
|
2023
Q2 | $449K | Hold |
1,810
| – | – | 0.07% | 117 |
|
|
2023
Q1 | $414K | Hold |
1,810
| – | – | 0.07% | 115 |
|
|
2022
Q4 | $313K | Hold |
1,810
| – | – | 0.06% | 125 |
|
|
2022
Q3 | $279K | Sell |
1,810
-24
| -1% | -$3.7K | 0.06% | 127 |
|
|
2022
Q2 | $418K | Buy |
1,834
+24
| +1% | +$5.47K | 0.08% | 109 |
|
|
2022
Q1 | $365K | Sell |
1,810
-1
| -0.1% | -$202 | 0.07% | 122 |
|
|
2021
Q4 | $475K | Buy |
1,811
+1
| +0.1% | +$262 | 0.09% | 103 |
|
|
2021
Q3 | $397K | Hold |
1,810
| – | – | 0.09% | 111 |
|
|
2021
Q2 | $540K | Sell |
1,810
-190
| -10% | -$56.7K | 0.12% | 98 |
|
|
2021
Q1 | $568K | Hold |
2,000
| – | – | 0.13% | 86 |
|
|
2020
Q4 | $496K | Hold |
2,000
| – | – | 0.11% | 91 |
|
|
2020
Q3 | $537K | Hold |
2,000
| – | – | 0.14% | 82 |
|
|
2020
Q2 | $317K | Buy |
2,000
+190
| +10% | +$30.1K | 0.09% | 99 |
|
|
2020
Q1 | $227K | Hold |
1,810
| – | – | 0.08% | 114 |
|
|
2019
Q4 | $277K | Sell |
1,810
-32
| -2% | -$4.9K | 0.08% | 110 |
|
|
2019
Q3 | $259K | Buy |
1,842
+32
| +2% | +$4.5K | 0.09% | 112 |
|
|
2019
Q2 | $297K | Hold |
1,810
| – | – | 0.11% | 108 |
|
|
2019
Q1 | $328K | Hold |
1,810
| – | – | 0.12% | 97 |
|
|
2018
Q4 | $292K | Hold |
1,810
| – | – | 0.12% | 98 |
|
|
2018
Q3 | $436K | Hold |
1,810
| – | – | 0.17% | 90 |
|
|
2018
Q2 | $411K | Buy |
+1,810
| New | +$411K | 0.17% | 91 |
|