Kingswood Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
1,925
+491
| +34% | +$112K | 0.03% | 451 |
|
|
2025
Q1 | $348K | Sell |
1,434
-814
| -36% | -$198K | 0.03% | 493 |
|
|
2024
Q4 | $632K | Sell |
2,248
-1,551
| -41% | -$436K | 0.05% | 375 |
|
|
2024
Q3 | $1.03M | Buy |
3,799
+764
| +25% | +$208K | 0.07% | 285 |
|
|
2024
Q2 | $910K | Buy |
3,035
+926
| +44% | +$278K | 0.08% | 252 |
|
|
2024
Q1 | $611K | Sell |
2,109
-737
| -26% | -$214K | 0.07% | 295 |
|
|
2023
Q4 | $720K | Buy |
2,846
+1,022
| +56% | +$259K | 0.08% | 264 |
|
|
2023
Q3 | $483K | Sell |
1,824
-362
| -17% | -$95.9K | 0.08% | 252 |
|
|
2023
Q2 | $542K | Buy |
+2,186
| New | +$542K | 0.17% | 128 |
|