TSWM
Triangle Securities Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-826
| Closed | -$232K | – | 202 |
|
|
2024
Q4 | $232K | Hold |
826
| – | – | 0.06% | 187 |
|
|
2024
Q3 | $226K | Hold |
826
| – | – | 0.06% | 191 |
|
|
2024
Q2 | $248K | Sell |
826
-15
| -2% | -$4.5K | 0.07% | 187 |
|
|
2024
Q1 | $244K | Sell |
841
-80
| -9% | -$23.2K | 0.07% | 188 |
|
|
2023
Q4 | $233K | Hold |
921
| – | – | 0.07% | 186 |
|
|
2023
Q3 | $244K | Sell |
921
-10
| -1% | -$2.65K | 0.09% | 172 |
|
|
2023
Q2 | $231K | Sell |
931
-10
| -1% | -$2.48K | 0.08% | 178 |
|
|
2023
Q1 | $215K | Buy |
+941
| New | +$215K | 0.08% | 180 |
|
|
2022
Q3 | – | Sell |
-1,009
| Closed | -$229K | – | 174 |
|
|
2022
Q2 | $229K | Sell |
1,009
-322
| -24% | -$73.1K | 0.09% | 169 |
|
|
2022
Q1 | $308K | Sell |
1,331
-125
| -9% | -$28.9K | 0.1% | 159 |
|
|
2021
Q4 | $377K | Buy |
1,456
+225
| +18% | +$58.3K | 0.12% | 151 |
|
|
2021
Q3 | $270K | Sell |
1,231
-10
| -0.8% | -$2.19K | 0.09% | 158 |
|
|
2021
Q2 | $370K | Sell |
1,241
-55
| -4% | -$16.4K | 0.13% | 148 |
|
|
2021
Q1 | $368K | Sell |
1,296
-25
| -2% | -$7.1K | 0.13% | 148 |
|
|
2020
Q4 | $343K | Sell |
1,321
-180
| -12% | -$46.7K | 0.14% | 147 |
|
|
2020
Q3 | $378K | Sell |
1,501
-80
| -5% | -$20.1K | 0.17% | 133 |
|
|
2020
Q2 | $222K | Sell |
1,581
-796
| -33% | -$112K | 0.11% | 151 |
|
|
2020
Q1 | $288K | Sell |
2,377
-2,485
| -51% | -$301K | 0.17% | 127 |
|
|
2019
Q4 | $735K | Sell |
4,862
-529
| -10% | -$80K | 0.32% | 89 |
|
|
2019
Q3 | $785K | Buy |
5,391
+30
| +0.6% | +$4.37K | 0.38% | 81 |
|
|
2019
Q2 | $862K | Buy |
5,361
+565
| +12% | +$90.8K | 0.44% | 70 |
|
|
2019
Q1 | $870K | Buy |
4,796
+570
| +13% | +$103K | 0.46% | 70 |
|
|
2018
Q4 | $682K | Buy |
4,226
+1,730
| +69% | +$279K | 0.4% | 77 |
|
|
2018
Q3 | $601K | Buy |
2,496
+130
| +5% | +$31.3K | 0.32% | 89 |
|
|
2018
Q2 | $537K | Buy |
2,366
+35
| +2% | +$7.94K | 0.3% | 95 |
|
|
2018
Q1 | $560K | Sell |
2,331
-45
| -2% | -$10.8K | 0.32% | 90 |
|
|
2017
Q4 | $593K | Hold |
2,376
| – | – | 0.34% | 85 |
|
|
2017
Q3 | $536K | Hold |
2,376
| – | – | 0.32% | 84 |
|
|
2017
Q2 | $516K | Hold |
2,376
| – | – | 0.34% | 84 |
|
|
2017
Q1 | $464K | Buy |
2,376
+45
| +2% | +$8.79K | 0.3% | 89 |
|
|
2016
Q4 | $434K | Hold |
2,331
| – | – | 0.29% | 89 |
|
|
2016
Q3 | $407K | Sell |
2,331
-50
| -2% | -$8.73K | 0.28% | 91 |
|
|
2016
Q2 | $361K | Sell |
2,381
-175
| -7% | -$26.5K | 0.27% | 92 |
|
|
2016
Q1 | $416K | Sell |
2,556
-20
| -0.8% | -$3.26K | 0.27% | 93 |
|
|
2015
Q4 | $384K | Buy |
+2,576
| New | +$384K | 0.26% | 90 |
|
|
2013
Q3 | – | Sell |
-775
| Closed | -$76K | – | 212 |
|
|
2013
Q2 | $76K | Buy |
+775
| New | +$76K | 0.06% | 204 |
|