PWM
Palumbo Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-754
| Closed | -$212K | – | 192 |
|
|
2024
Q4 | $212K | Sell |
754
-55
| -7% | -$15.5K | 0.08% | 150 |
|
|
2024
Q3 | $221K | Buy |
809
+5
| +0.6% | +$1.37K | 0.09% | 135 |
|
|
2024
Q2 | $241K | Sell |
804
-88
| -10% | -$26.4K | 0.1% | 117 |
|
|
2024
Q1 | $258K | Sell |
892
-37
| -4% | -$10.7K | 0.12% | 111 |
|
|
2023
Q4 | $235K | Sell |
929
-127
| -12% | -$32.1K | 0.12% | 110 |
|
|
2023
Q3 | $280K | Sell |
1,056
-636
| -38% | -$168K | 0.15% | 91 |
|
|
2023
Q2 | $419K | Sell |
1,692
-1
| -0.1% | -$248 | 0.26% | 69 |
|
|
2023
Q1 | $387K | Buy |
1,693
+130
| +8% | +$29.7K | 0.26% | 66 |
|
|
2022
Q4 | $271K | Sell |
1,563
-31
| -2% | -$5.37K | 0.22% | 71 |
|
|
2022
Q3 | $237K | Buy |
1,594
+123
| +8% | +$18.3K | 0.2% | 73 |
|
|
2022
Q2 | $334K | Buy |
1,471
+202
| +16% | +$45.9K | 0.27% | 65 |
|
|
2022
Q1 | $294K | Sell |
1,269
-14
| -1% | -$3.24K | 0.19% | 75 |
|
|
2021
Q4 | $332K | Sell |
1,283
-850
| -40% | -$220K | 0.21% | 75 |
|
|
2021
Q3 | $468K | Sell |
2,133
-1,407
| -40% | -$309K | 0.31% | 67 |
|
|
2021
Q2 | $1.06M | Buy |
+3,540
| New | +$1.06M | 0.71% | 30 |
|