MSWM
Mader & Shannon Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-20,859
| Closed | -$6.22M | – | 22 |
|
|
2021
Q2 | $6.22M | Buy |
20,859
+14,471
| +227% | +$4.32M | 3.21% | 15 |
|
|
2021
Q1 | $1.81M | Buy |
6,388
+475
| +8% | +$135K | 1.06% | 25 |
|
|
2020
Q4 | $1.54M | Buy |
+5,913
| New | +$1.54M | 1.02% | 24 |
|
|
2016
Q4 | – | Sell |
-27,063
| Closed | -$4.73M | – | 13 |
|
|
2016
Q3 | $4.73M | Buy |
+27,063
| New | +$4.73M | 3.59% | 8 |
|
|
2015
Q3 | – | Sell |
-27,221
| Closed | -$4.64M | – | 9 |
|
|
2015
Q2 | $4.64M | Sell |
27,221
-42
| -0.2% | -$7.16K | 5.3% | 9 |
|
|
2015
Q1 | $4.51M | Sell |
27,263
-257
| -0.9% | -$42.5K | 3.03% | 17 |
|
|
2014
Q4 | $4.78M | Sell |
27,520
-9,185
| -25% | -$1.6M | 3.22% | 13 |
|
|
2014
Q3 | $5.93M | Buy |
36,705
+5
| +0% | +$807 | 11.55% | 1 |
|
|
2014
Q2 | $5.56M | Buy |
+36,700
| New | +$5.56M | 4.27% | 4 |
|