LWM
Lodestone Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
1,634
+10
| +0.6% | +$2.27K | 0.18% | 113 |
|
|
2025
Q1 | $396K | Sell |
1,624
-14
| -0.9% | -$3.41K | 0.21% | 105 |
|
|
2024
Q4 | $461K | Buy |
+1,638
| New | +$461K | 0.23% | 100 |
|
|
2024
Q1 | – | Sell |
-1,632
| Closed | -$413K | – | 150 |
|
|
2023
Q4 | $413K | Buy |
1,632
+7
| +0.4% | +$1.77K | 0.24% | 98 |
|
|
2023
Q3 | $430K | Buy |
1,625
+8
| +0.5% | +$2.12K | 0.3% | 76 |
|
|
2023
Q2 | $401K | Sell |
1,617
-201
| -11% | -$49.8K | 0.27% | 88 |
|
|
2023
Q1 | $416K | Buy |
1,818
+11
| +0.6% | +$2.51K | 0.32% | 79 |
|
|
2022
Q4 | $313K | Buy |
+1,807
| New | +$313K | 0.25% | 90 |
|