Schwarz Dygos Wheeler Investment Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Buy |
3,922
+49
| +1% | +$11.1K | 0.2% | 78 |
|
|
2025
Q1 | $944K | Buy |
3,873
+51
| +1% | +$12.4K | 0.22% | 71 |
|
|
2024
Q4 | $1.08M | Buy |
3,822
+1
| +0% | +$281 | 0.26% | 63 |
|
|
2024
Q3 | $1.05M | Buy |
3,821
+1
| +0% | +$274 | 0.26% | 64 |
|
|
2024
Q2 | $1.15M | Hold |
3,820
| – | – | 0.31% | 60 |
|
|
2024
Q1 | $1.11M | Sell |
3,820
-3
| -0.1% | -$869 | 0.31% | 58 |
|
|
2023
Q4 | $967K | Buy |
3,823
+19
| +0.5% | +$4.81K | 0.3% | 61 |
|
|
2023
Q3 | $1.01M | Buy |
3,804
+23
| +0.6% | +$6.1K | 0.34% | 52 |
|
|
2023
Q2 | $937K | Buy |
3,781
+729
| +24% | +$181K | 0.31% | 54 |
|
|
2023
Q1 | $698K | Buy |
3,052
+60
| +2% | +$13.7K | 0.25% | 61 |
|
|
2022
Q4 | $518K | Sell |
2,992
-1,032
| -26% | -$179K | 0.2% | 74 |
|
|
2022
Q3 | $598K | Sell |
4,024
-33
| -0.8% | -$4.9K | 0.27% | 58 |
|
|
2022
Q2 | $920K | Buy |
4,057
+36
| +0.9% | +$8.16K | 0.37% | 53 |
|
|
2022
Q1 | $930K | Buy |
4,021
+329
| +9% | +$76.1K | 0.31% | 55 |
|
|
2021
Q4 | $955K | Buy |
3,692
+454
| +14% | +$117K | 0.32% | 54 |
|
|
2021
Q3 | $710K | Buy |
3,238
+40
| +1% | +$8.77K | 0.26% | 62 |
|
|
2021
Q2 | $954K | Buy |
3,198
+481
| +18% | +$143K | 0.35% | 59 |
|
|
2021
Q1 | $772K | Buy |
2,717
+557
| +26% | +$158K | 0.32% | 58 |
|
|
2020
Q4 | $561K | Buy |
2,160
+468
| +28% | +$122K | 0.27% | 56 |
|
|
2020
Q3 | $426K | Buy |
+1,692
| New | +$426K | 0.24% | 62 |
|