MWM
Merriman Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-801
| Closed | -$233K | – | 212 |
|
|
2024
Q1 | $233K | Buy |
+801
| New | +$233K | 0.01% | 184 |
|
|
2023
Q4 | – | Sell |
-752
| Closed | -$200K | – | 197 |
|
|
2023
Q3 | $200K | Sell |
752
-583
| -44% | -$155K | 0.01% | 181 |
|
|
2023
Q2 | $332K | Buy |
1,335
+5
| +0.4% | +$1.25K | 0.02% | 168 |
|
|
2023
Q1 | $305K | Buy |
1,330
+3
| +0.2% | +$688 | 0.02% | 158 |
|
|
2022
Q4 | $231K | Buy |
+1,327
| New | +$231K | 0.01% | 185 |
|
|
2022
Q3 | – | Sell |
-1,299
| Closed | -$296K | – | 178 |
|
|
2022
Q2 | $296K | Buy |
+1,299
| New | +$296K | 0.02% | 128 |
|
|
2019
Q1 | – | Sell |
-4,728
| Closed | -$777K | – | 212 |
|
|
2018
Q4 | $777K | Buy |
4,728
+13
| +0.3% | +$2.14K | 0.17% | 76 |
|
|
2018
Q3 | $1.14M | Buy |
4,715
+150
| +3% | +$36.1K | 0.24% | 70 |
|
|
2018
Q2 | $1.04M | Sell |
4,565
-5
| -0.1% | -$1.14K | 0.24% | 74 |
|
|
2018
Q1 | $1.1M | Buy |
4,570
+5
| +0.1% | +$1.2K | 0.29% | 75 |
|
|
2017
Q4 | $1.14M | Buy |
4,565
+543
| +14% | +$135K | 0.28% | 75 |
|
|
2017
Q3 | $907K | Hold |
4,022
| – | – | 0.22% | 85 |
|
|
2017
Q2 | $874K | Hold |
4,022
| – | – | 0.24% | 65 |
|
|
2017
Q1 | $785K | Sell |
4,022
-639
| -14% | -$125K | 0.19% | 86 |
|
|
2016
Q4 | $868K | Buy |
4,661
+640
| +16% | +$119K | 0.24% | 81 |
|
|
2016
Q3 | $702K | Hold |
4,021
| – | – | 0.14% | 101 |
|
|
2016
Q2 | $610K | Hold |
4,021
| – | – | 0.17% | 81 |
|
|
2016
Q1 | $654K | Sell |
4,021
-100
| -2% | -$16.3K | 0.61% | 35 |
|
|
2015
Q4 | $591K | Buy |
4,121
+75
| +2% | +$10.8K | 0.86% | 23 |
|
|
2015
Q3 | $583K | Hold |
4,046
| – | – | 0.33% | 28 |
|
|
2015
Q2 | $689K | Hold |
4,046
| – | – | 1.37% | 16 |
|
|
2015
Q1 | $695K | Hold |
4,046
| – | – | 0.71% | 31 |
|
|
2014
Q4 | $692K | Hold |
4,046
| – | – | 0.99% | 22 |
|
|
2014
Q3 | $693K | Buy |
+4,046
| New | +$693K | 0.9% | 24 |
|