Strategic Wealth Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $107K | Buy |
+470
| New | +$107K | 0.01% | 381 |
|
2022
Q2 | – | Sell |
-11,625
| Closed | -$2.69M | – | 256 |
|
2022
Q1 | $2.69M | Sell |
11,625
-991
| -8% | -$229K | 0.53% | 61 |
|
2021
Q4 | $3.26M | Buy |
12,616
+11,327
| +879% | +$2.93M | 0.62% | 50 |
|
2021
Q3 | $283K | Buy |
+1,289
| New | +$283K | 0.08% | 202 |
|
2019
Q4 | – | Sell |
-300
| Closed | -$43.7K | – | 251 |
|
2019
Q3 | $43.7K | Hold |
300
| – | – | 0.22% | 90 |
|
2019
Q2 | $48K | Buy |
+300
| New | +$48K | 0.02% | 234 |
|