SHFA
SS&H Financial Advisors’s FedEx FDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $654K | Hold |
2,875
| – | – | 0.22% | 74 |
|
2025
Q1 | $701K | Hold |
2,875
| – | – | 0.26% | 77 |
|
2024
Q4 | $809K | Sell |
2,875
-75
| -3% | -$21.1K | 0.29% | 72 |
|
2024
Q3 | $807K | Buy |
2,950
+200
| +7% | +$54.7K | 0.29% | 75 |
|
2024
Q2 | $824K | Hold |
2,750
| – | – | 0.32% | 70 |
|
2024
Q1 | $796K | Hold |
2,750
| – | – | 0.33% | 69 |
|
2023
Q4 | $696K | Hold |
2,750
| – | – | 0.3% | 73 |
|
2023
Q3 | $729K | Buy |
+2,750
| New | +$729K | 0.34% | 65 |
|
2023
Q1 | $628K | Hold |
2,750
| – | – | 0.29% | 75 |
|
2022
Q4 | $476K | Hold |
2,750
| – | – | 0.23% | 84 |
|
2022
Q3 | $408K | Hold |
2,750
| – | – | 0.21% | 90 |
|
2022
Q2 | $623K | Hold |
2,750
| – | – | 0.29% | 75 |
|
2022
Q1 | $636K | Buy |
+2,750
| New | +$636K | 0.25% | 85 |
|