MWC
MBM Wealth Consultants’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
6,149
+1,187
| +24% | +$270K | 0.37% | 40 |
|
|
2025
Q1 | $1.22M | Buy |
4,962
+145
| +3% | +$35.5K | 0.36% | 45 |
|
|
2024
Q4 | $1.32M | Buy |
4,817
+142
| +3% | +$38.9K | 0.39% | 42 |
|
|
2024
Q3 | $1.28M | Buy |
4,675
+308
| +7% | +$84.3K | 0.4% | 43 |
|
|
2024
Q2 | $1.28M | Buy |
4,367
+115
| +3% | +$33.7K | 0.44% | 36 |
|
|
2024
Q1 | $1.24M | Buy |
4,252
+409
| +11% | +$119K | 0.44% | 32 |
|
|
2023
Q4 | $953K | Buy |
3,843
+502
| +15% | +$124K | 0.36% | 48 |
|
|
2023
Q3 | $811K | Sell |
3,341
-335
| -9% | -$81.3K | 0.35% | 45 |
|
|
2023
Q2 | $962K | Buy |
3,676
+587
| +19% | +$154K | 0.41% | 35 |
|
|
2023
Q1 | $799K | Hold |
3,089
| – | – | 0.33% | 37 |
|
|
2022
Q4 | $547K | Buy |
3,089
+459
| +17% | +$81.3K | 0.25% | 49 |
|
|
2022
Q3 | $398K | Buy |
2,630
+248
| +10% | +$37.5K | 0.19% | 58 |
|
|
2022
Q2 | $543K | Buy |
2,382
+147
| +7% | +$33.5K | 0.27% | 44 |
|
|
2022
Q1 | $517K | Buy |
2,235
+227
| +11% | +$52.5K | 0.21% | 61 |
|
|
2021
Q4 | $519K | Buy |
2,008
+496
| +33% | +$128K | 0.22% | 61 |
|
|
2021
Q3 | $332K | Buy |
1,512
+275
| +22% | +$60.4K | 0.15% | 79 |
|
|
2021
Q2 | $369K | Buy |
1,237
+105
| +9% | +$31.3K | 0.17% | 79 |
|
|
2021
Q1 | $321K | Buy |
1,132
+810
| +252% | +$230K | 0.16% | 78 |
|
|
2020
Q4 | $84K | Hold |
322
| – | – | 0.05% | 112 |
|
|
2020
Q3 | $81K | Sell |
322
-73
| -18% | -$18.4K | 0.05% | 108 |
|
|
2020
Q2 | $55K | Sell |
395
-3,204
| -89% | -$446K | 0.04% | 114 |
|
|
2020
Q1 | $436K | Buy |
3,599
+485
| +16% | +$58.8K | 0.36% | 45 |
|
|
2019
Q4 | $471K | Buy |
3,114
+213
| +7% | +$32.2K | 0.35% | 59 |
|
|
2019
Q3 | $422K | Buy |
2,901
+109
| +4% | +$15.9K | 0.33% | 68 |
|
|
2019
Q2 | $469K | Buy |
2,792
+119
| +4% | +$20K | 0.39% | 56 |
|
|
2019
Q1 | $485K | Buy |
2,673
+168
| +7% | +$30.5K | 0.43% | 54 |
|
|
2018
Q4 | $404K | Buy |
+2,505
| New | +$404K | 0.39% | 59 |
|