TWA
TCI Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
2,109
-38
| -2% | -$8.64K | 0.03% | 144 |
|
|
2025
Q1 | $523K | Buy |
2,147
+54
| +3% | +$13.2K | 0.04% | 122 |
|
|
2024
Q4 | $589K | Buy |
2,093
+22
| +1% | +$6.19K | 0.05% | 113 |
|
|
2024
Q3 | $567K | Buy |
2,071
+190
| +10% | +$52K | 0.05% | 118 |
|
|
2024
Q2 | $564K | Sell |
1,881
-6
| -0.3% | -$1.8K | 0.05% | 114 |
|
|
2024
Q1 | $547K | Buy |
1,887
+20
| +1% | +$5.8K | 0.05% | 115 |
|
|
2023
Q4 | $472K | Sell |
1,867
-154
| -8% | -$39K | 0.05% | 120 |
|
|
2023
Q3 | $535K | Buy |
2,021
+150
| +8% | +$39.7K | 0.07% | 104 |
|
|
2023
Q2 | $464K | Buy |
1,871
+19
| +1% | +$4.71K | 0.06% | 115 |
|
|
2023
Q1 | $423K | Buy |
1,852
+29
| +2% | +$6.63K | 0.05% | 120 |
|
|
2022
Q4 | $316K | Sell |
1,823
-95
| -5% | -$16.5K | 0.04% | 134 |
|
|
2022
Q3 | $285K | Buy |
1,918
+154
| +9% | +$22.9K | 0.05% | 127 |
|
|
2022
Q2 | $400K | Sell |
1,764
-399
| -18% | -$90.5K | 0.06% | 113 |
|
|
2022
Q1 | $500K | Sell |
2,163
-41
| -2% | -$9.48K | 0.07% | 100 |
|
|
2021
Q4 | $570K | Buy |
2,204
+202
| +10% | +$52.2K | 0.08% | 94 |
|
|
2021
Q3 | $439K | Sell |
2,002
-3
| -0.1% | -$658 | 0.07% | 109 |
|
|
2021
Q2 | $598K | Buy |
2,005
+7
| +0.4% | +$2.09K | 0.1% | 90 |
|
|
2021
Q1 | $568K | Sell |
1,998
-205
| -9% | -$58.3K | 0.24% | 81 |
|
|
2020
Q4 | $572K | Sell |
2,203
-9
| -0.4% | -$2.34K | 0.26% | 77 |
|
|
2020
Q3 | $556K | Sell |
2,212
-570
| -20% | -$143K | 0.22% | 74 |
|
|
2020
Q2 | $390K | Buy |
2,782
+226
| +9% | +$31.7K | 0.17% | 91 |
|
|
2020
Q1 | $310K | Sell |
2,556
-61
| -2% | -$7.4K | 0.15% | 99 |
|
|
2019
Q4 | $396K | Sell |
2,617
-353
| -12% | -$53.4K | 0.15% | 107 |
|
|
2019
Q3 | $432K | Buy |
2,970
+123
| +4% | +$17.9K | 0.19% | 89 |
|
|
2019
Q2 | $467K | Sell |
2,847
-7
| -0.2% | -$1.15K | 0.21% | 85 |
|
|
2019
Q1 | $518K | Sell |
2,854
-174
| -6% | -$31.6K | 0.23% | 81 |
|
|
2018
Q4 | $489K | Buy |
3,028
+225
| +8% | +$36.3K | 0.24% | 78 |
|
|
2018
Q3 | $675K | Buy |
2,803
+4
| +0.1% | +$963 | 0.28% | 69 |
|
|
2018
Q2 | $636K | Buy |
2,799
+26
| +0.9% | +$5.91K | 0.28% | 73 |
|
|
2018
Q1 | $666K | Sell |
2,773
-143
| -5% | -$34.3K | 0.31% | 68 |
|
|
2017
Q4 | $728K | Buy |
2,916
+143
| +5% | +$35.7K | 0.32% | 70 |
|
|
2017
Q3 | $626K | Hold |
2,773
| – | – | 0.31% | 73 |
|
|
2017
Q2 | $603K | Hold |
2,773
| – | – | 0.31% | 69 |
|
|
2017
Q1 | $541K | Sell |
2,773
-100
| -3% | -$19.5K | 0.28% | 69 |
|
|
2016
Q4 | $535K | Buy |
2,873
+269
| +10% | +$50.1K | 0.28% | 70 |
|
|
2016
Q3 | $455K | Hold |
2,604
| – | – | 0.25% | 74 |
|
|
2016
Q2 | $395K | Hold |
2,604
| – | – | 0.22% | 79 |
|
|
2016
Q1 | $424K | Buy |
2,604
+12
| +0.5% | +$1.95K | 0.24% | 78 |
|
|
2015
Q4 | $386K | Buy |
2,592
+26
| +1% | +$3.87K | 0.22% | 84 |
|
|
2015
Q3 | $369K | Sell |
2,566
-189
| -7% | -$27.2K | 0.22% | 83 |
|
|
2015
Q2 | $469K | Buy |
+2,755
| New | +$469K | 0.27% | 72 |
|
|
2015
Q1 | – | Sell |
-3,155
| Closed | -$548K | – | 904 |
|
|
2014
Q4 | $548K | Hold |
3,155
| – | – | 0.34% | 66 |
|
|
2014
Q3 | $509K | Sell |
3,155
-300
| -9% | -$48.4K | 0.32% | 66 |
|
|
2014
Q2 | $523K | Hold |
3,455
| – | – | 0.31% | 62 |
|
|
2014
Q1 | $458K | Sell |
3,455
-100
| -3% | -$13.3K | 0.3% | 68 |
|
|
2013
Q4 | $511K | Sell |
3,555
-132
| -4% | -$19K | 0.32% | 64 |
|
|
2013
Q3 | $421K | Sell |
3,687
-100
| -3% | -$11.4K | 0.32% | 61 |
|
|
2013
Q2 | $373K | Buy |
+3,787
| New | +$373K | 0.28% | 65 |
|