SWA
SFMG Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,123
| Closed | -$1.09M | – | 271 |
|
|
2022
Q3 | $1.09M | Buy |
7,123
+33
| +0.5% | +$5.05K | 0.13% | 85 |
|
|
2022
Q2 | $1.61M | Sell |
7,090
-85
| -1% | -$19.3K | 0.19% | 67 |
|
|
2022
Q1 | $1.66M | Buy |
+7,175
| New | +$1.66M | 0.16% | 75 |
|
|
2016
Q1 | – | Sell |
-6,112
| Closed | -$911K | – | 104 |
|
|
2015
Q4 | $911K | Buy |
+6,112
| New | +$911K | 0.21% | 54 |
|
|
2015
Q3 | – | Sell |
-1,312
| Closed | -$224K | – | 119 |
|
|
2015
Q2 | $224K | Sell |
1,312
-221
| -14% | -$37.7K | 0.05% | 103 |
|
|
2015
Q1 | $254K | Buy |
1,533
+230
| +18% | +$38.1K | 0.02% | 150 |
|
|
2014
Q4 | $226K | Buy |
1,303
+2
| +0.2% | +$347 | 0.05% | 107 |
|
|
2014
Q3 | $210K | Buy |
+1,301
| New | +$210K | 0.07% | 82 |
|