LWAM
Legacy Wealth Asset Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
2,550
+56
| +2% | +$12.7K | 0.15% | 220 |
|
|
2025
Q1 | $608K | Sell |
2,494
-6
| -0.2% | -$1.46K | 0.17% | 202 |
|
|
2024
Q4 | $703K | Sell |
2,500
-31
| -1% | -$8.72K | 0.19% | 160 |
|
|
2024
Q3 | $693K | Sell |
2,531
-13
| -0.5% | -$3.56K | 0.19% | 173 |
|
|
2024
Q2 | $763K | Buy |
2,544
+19
| +0.8% | +$5.7K | 0.22% | 125 |
|
|
2024
Q1 | $732K | Buy |
2,525
+20
| +0.8% | +$5.8K | 0.2% | 143 |
|
|
2023
Q4 | $634K | Sell |
2,505
-28
| -1% | -$7.08K | 0.21% | 160 |
|
|
2023
Q3 | $671K | Sell |
2,533
-39
| -2% | -$10.3K | 0.25% | 127 |
|
|
2023
Q2 | $638K | Sell |
2,572
-11
| -0.4% | -$2.73K | 0.22% | 150 |
|
|
2023
Q1 | $590K | Sell |
2,583
-14
| -0.5% | -$3.2K | 0.21% | 160 |
|
|
2022
Q4 | $450K | Buy |
2,597
+54
| +2% | +$9.35K | 0.17% | 209 |
|
|
2022
Q3 | $378K | Sell |
2,543
-1,444
| -36% | -$215K | 0.17% | 222 |
|
|
2022
Q2 | $904K | Buy |
3,987
+33
| +0.8% | +$7.48K | 0.37% | 95 |
|
|
2022
Q1 | $915K | Buy |
3,954
+136
| +4% | +$31.5K | 0.33% | 121 |
|
|
2021
Q4 | $987K | Buy |
3,818
+173
| +5% | +$44.7K | 0.33% | 110 |
|
|
2021
Q3 | $799K | Buy |
3,645
+33
| +0.9% | +$7.23K | 0.37% | 106 |
|
|
2021
Q2 | $1.08M | Sell |
3,612
-272
| -7% | -$81.2K | 0.48% | 55 |
|
|
2021
Q1 | $1.1M | Buy |
3,884
+16
| +0.4% | +$4.54K | 0.51% | 42 |
|
|
2020
Q4 | $1M | Buy |
+3,868
| New | +$1M | 0.51% | 39 |
|