RPWA
Regent Peak Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $246K | Sell |
1,011
-14
| -1% | -$3.41K | 0.06% | 141 |
|
|
2024
Q4 | $288K | Sell |
1,025
-89
| -8% | -$25K | 0.06% | 128 |
|
|
2024
Q3 | $305K | Sell |
1,114
-14
| -1% | -$3.83K | 0.07% | 123 |
|
|
2024
Q2 | $338K | Sell |
1,128
-146
| -11% | -$43.8K | 0.08% | 113 |
|
|
2024
Q1 | $369K | Buy |
1,274
+43
| +3% | +$12.5K | 0.09% | 101 |
|
|
2023
Q4 | $311K | Buy |
1,231
+76
| +7% | +$19.2K | 0.08% | 108 |
|
|
2023
Q3 | $306K | Buy |
1,155
+20
| +2% | +$5.3K | 0.09% | 109 |
|
|
2023
Q2 | $281K | Sell |
1,135
-14
| -1% | -$3.47K | 0.08% | 111 |
|
|
2023
Q1 | $263K | Sell |
1,149
-37
| -3% | -$8.45K | 0.08% | 118 |
|
|
2022
Q4 | $207K | Buy |
+1,186
| New | +$207K | 0.07% | 153 |
|
|
2022
Q3 | – | Sell |
-1,144
| Closed | -$259K | – | 152 |
|
|
2022
Q2 | $259K | Buy |
1,144
+36
| +3% | +$8.15K | 0.08% | 127 |
|
|
2022
Q1 | $256K | Buy |
1,108
+59
| +6% | +$13.6K | 0.07% | 140 |
|
|
2021
Q4 | $271K | Buy |
1,049
+42
| +4% | +$10.9K | 0.07% | 138 |
|
|
2021
Q3 | $221K | Sell |
1,007
-35
| -3% | -$7.68K | 0.06% | 156 |
|
|
2021
Q2 | $292K | Buy |
1,042
+35
| +3% | +$9.81K | 0.08% | 130 |
|
|
2021
Q1 | $286K | Sell |
1,007
-25
| -2% | -$7.1K | 0.09% | 125 |
|
|
2020
Q4 | $268K | Buy |
1,032
+61
| +6% | +$15.8K | 0.09% | 117 |
|
|
2020
Q3 | $244K | Buy |
+971
| New | +$244K | 0.1% | 109 |
|
|
2020
Q1 | – | Sell |
-1,476
| Closed | -$223K | – | 120 |
|
|
2019
Q4 | $223K | Buy |
+1,476
| New | +$223K | 0.1% | 120 |
|