Phillips Wealth Planners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,423
| Closed | -$385K | – | 180 |
|
|
2024
Q4 | $385K | Sell |
1,423
-8
| -0.6% | -$2.17K | 0.38% | 81 |
|
|
2024
Q3 | $389K | Sell |
1,431
-329
| -19% | -$89.4K | 0.37% | 93 |
|
|
2024
Q2 | $516K | Buy |
1,760
+269
| +18% | +$78.9K | 0.54% | 62 |
|
|
2024
Q1 | $395K | Sell |
1,491
-568
| -28% | -$150K | 0.45% | 78 |
|
|
2023
Q4 | $503K | Buy |
2,059
+278
| +16% | +$67.9K | 0.61% | 48 |
|
|
2023
Q3 | $433K | Buy |
1,781
+788
| +79% | +$192K | 0.59% | 56 |
|
|
2023
Q2 | $246K | Buy |
993
+121
| +14% | +$30K | 0.32% | 115 |
|
|
2023
Q1 | $201K | Buy |
+872
| New | +$201K | 0.27% | 143 |
|