SVWAG
Sound View Wealth Advisors Group’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
1,412
+67
| +5% | +$15.2K | 0.02% | 335 |
|
|
2025
Q1 | $328K | Sell |
1,345
-62
| -4% | -$15.1K | 0.03% | 317 |
|
|
2024
Q4 | $396K | Sell |
1,407
-3
| -0.2% | -$844 | 0.03% | 292 |
|
|
2024
Q3 | $386K | Buy |
1,410
+191
| +16% | +$52.3K | 0.03% | 298 |
|
|
2024
Q2 | $365K | Buy |
1,219
+2
| +0.2% | +$599 | 0.04% | 274 |
|
|
2024
Q1 | $353K | Buy |
1,217
+9
| +0.7% | +$2.61K | 0.04% | 279 |
|
|
2023
Q4 | $306K | Sell |
1,208
-22
| -2% | -$5.57K | 0.03% | 304 |
|
|
2023
Q3 | $326K | Buy |
1,230
+33
| +3% | +$8.74K | 0.04% | 276 |
|
|
2023
Q2 | $297K | Sell |
1,197
-70
| -6% | -$17.4K | 0.04% | 289 |
|
|
2023
Q1 | $289K | Buy |
1,267
+59
| +5% | +$13.5K | 0.04% | 284 |
|
|
2022
Q4 | $306K | Sell |
1,208
-622
| -34% | -$157K | 0.03% | 304 |
|
|
2022
Q3 | $272K | Sell |
1,830
-1,164
| -39% | -$173K | 0.06% | 223 |
|
|
2022
Q2 | $679K | Buy |
2,994
+191
| +7% | +$43.3K | 0.14% | 135 |
|
|
2022
Q1 | $649K | Buy |
2,803
+19
| +0.7% | +$4.4K | 0.12% | 151 |
|
|
2021
Q4 | $720K | Buy |
2,784
+444
| +19% | +$115K | 0.14% | 143 |
|
|
2021
Q3 | $513K | Buy |
2,340
+153
| +7% | +$33.5K | 0.11% | 166 |
|
|
2021
Q2 | $652K | Buy |
2,187
+145
| +7% | +$43.2K | 0.14% | 145 |
|
|
2021
Q1 | $580K | Buy |
2,042
+505
| +33% | +$143K | 0.14% | 144 |
|
|
2020
Q4 | $399K | Buy |
1,537
+667
| +77% | +$173K | 0.1% | 171 |
|
|
2020
Q3 | $219K | Buy |
+870
| New | +$219K | 0.06% | 231 |
|
|
2020
Q1 | – | Sell |
-1,573
| Closed | -$238K | – | 224 |
|
|
2019
Q4 | $238K | Sell |
1,573
-30
| -2% | -$4.54K | 0.07% | 219 |
|
|
2019
Q3 | $233K | Buy |
1,603
+340
| +27% | +$49.4K | 0.07% | 222 |
|
|
2019
Q2 | $207K | Buy |
+1,263
| New | +$207K | 0.06% | 237 |
|