SWA
SOA Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Sell |
76
-173
| -69% | -$39.6K | ﹤0.01% | 526 |
|
|
2025
Q1 | $60.8K | Buy |
249
+94
| +61% | +$22.9K | 0.01% | 317 |
|
|
2024
Q4 | $43.7K | Hold |
155
| – | – | 0.01% | 347 |
|
|
2024
Q3 | $42.4K | Hold |
155
| – | – | 0.01% | 346 |
|
|
2024
Q2 | $46.4K | Sell |
155
-18
| -10% | -$5.39K | 0.01% | 317 |
|
|
2024
Q1 | $50K | Buy |
173
+1
| +0.6% | +$289 | 0.01% | 304 |
|
|
2023
Q4 | $43.6K | Hold |
172
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $45.6K | Hold |
172
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $42.7K | Hold |
172
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $39.3K | Buy |
172
+6
| +4% | +$1.37K | 0.01% | 314 |
|
|
2022
Q4 | $28.7K | Sell |
166
-6
| -3% | -$1.04K | 0.01% | 349 |
|
|
2022
Q3 | $25K | Hold |
172
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $39K | Sell |
172
-41
| -19% | -$9.3K | 0.01% | 294 |
|
|
2022
Q1 | $49K | Hold |
213
| – | – | 0.01% | 315 |
|
|
2021
Q4 | $55K | Buy |
213
+41
| +24% | +$10.6K | 0.01% | 285 |
|
|
2021
Q3 | $37K | Sell |
172
-232
| -57% | -$49.9K | 0.01% | 348 |
|
|
2021
Q2 | $120K | Buy |
404
+250
| +162% | +$74.3K | 0.03% | 197 |
|
|
2021
Q1 | $43K | Hold |
154
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $39K | Buy |
+154
| New | +$39K | 0.01% | 295 |
|