Pinnacle Wealth Planning Services’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
1,058
-43
| -4% | -$9.77K | 0.03% | 367 |
|
|
2025
Q1 | $268K | Sell |
1,101
-6
| -0.5% | -$1.46K | 0.04% | 288 |
|
|
2024
Q4 | $311K | Buy |
1,107
+281
| +34% | +$79.1K | 0.05% | 243 |
|
|
2024
Q3 | $226K | Sell |
826
-10
| -1% | -$2.74K | 0.03% | 417 |
|
|
2024
Q2 | $251K | Buy |
836
+51
| +6% | +$15.3K | 0.04% | 343 |
|
|
2024
Q1 | $227K | Buy |
+785
| New | +$227K | 0.03% | 379 |
|
|
2023
Q4 | – | Sell |
-788
| Closed | -$209K | – | 495 |
|
|
2023
Q3 | $209K | Buy |
+788
| New | +$209K | 0.03% | 352 |
|
|
2023
Q2 | – | Sell |
-5,610
| Closed | -$1.28M | – | 478 |
|
|
2023
Q1 | $1.28M | Buy |
5,610
+254
| +5% | +$58K | 0.21% | 72 |
|
|
2022
Q4 | $928K | Sell |
5,356
-672
| -11% | -$116K | 0.16% | 89 |
|
|
2022
Q3 | $895K | Buy |
6,028
+4,619
| +328% | +$686K | 0.17% | 85 |
|
|
2022
Q2 | $319K | Buy |
1,409
+438
| +45% | +$99.2K | 0.06% | 230 |
|
|
2022
Q1 | $225K | Sell |
971
-339
| -26% | -$78.6K | 0.04% | 341 |
|
|
2021
Q4 | $339K | Buy |
1,310
+146
| +13% | +$37.8K | 0.07% | 235 |
|
|
2021
Q3 | $255K | Sell |
1,164
-22
| -2% | -$4.82K | 0.06% | 272 |
|
|
2021
Q2 | $354K | Buy |
1,186
+27
| +2% | +$8.06K | 0.08% | 194 |
|
|
2021
Q1 | $329K | Buy |
1,159
+420
| +57% | +$119K | 0.08% | 203 |
|
|
2020
Q4 | $191K | Buy |
+739
| New | +$191K | 0.05% | 292 |
|
|
2018
Q3 | – | Sell |
-939
| Closed | -$213K | – | 184 |
|
|
2018
Q2 | $213K | Sell |
939
-104
| -10% | -$23.6K | 0.21% | 156 |
|
|
2018
Q1 | $250K | Buy |
1,043
+468
| +81% | +$112K | 0.26% | 131 |
|
|
2017
Q4 | $144K | Buy |
+575
| New | +$144K | 0.29% | 69 |
|