Marcum Wealth’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $202K | Sell |
830
-349
| -30% | -$85.1K | 0.02% | 366 |
|
2024
Q4 | $332K | Buy |
1,179
+84
| +8% | +$23.6K | 0.03% | 266 |
|
2024
Q3 | $300K | Buy |
1,095
+58
| +6% | +$15.9K | 0.03% | 286 |
|
2024
Q2 | $311K | Sell |
1,037
-22
| -2% | -$6.6K | 0.03% | 266 |
|
2024
Q1 | $307K | Sell |
1,059
-326
| -24% | -$94.5K | 0.03% | 263 |
|
2023
Q4 | $350K | Buy |
1,385
+153
| +12% | +$38.7K | 0.04% | 226 |
|
2023
Q3 | $326K | Buy |
1,232
+262
| +27% | +$69.4K | 0.04% | 229 |
|
2023
Q2 | $240K | Buy |
+970
| New | +$240K | 0.03% | 293 |
|