TrinityPoint Wealth’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $3.29M | Sell |
11,694
-41
| -0.3% | -$11.5K | 0.46% | 58 |
|
2024
Q3 | $3.21M | Sell |
11,735
-17
| -0.1% | -$4.65K | 0.46% | 58 |
|
2024
Q2 | $3.52M | Buy |
11,752
+12
| +0.1% | +$3.6K | 0.55% | 43 |
|
2024
Q1 | $3.4M | Buy |
11,740
+30
| +0.3% | +$8.69K | 0.56% | 47 |
|
2023
Q4 | $2.96M | Sell |
11,710
-129
| -1% | -$32.6K | 0.54% | 47 |
|
2023
Q3 | $3.14M | Sell |
11,839
-50
| -0.4% | -$13.2K | 0.62% | 37 |
|
2023
Q2 | $2.95M | Buy |
11,889
+58
| +0.5% | +$14.4K | 0.58% | 44 |
|
2023
Q1 | $2.7M | Buy |
11,831
+54
| +0.5% | +$12.3K | 0.58% | 43 |
|
2022
Q4 | $2.04M | Sell |
11,777
-1,851
| -14% | -$321K | 0.46% | 59 |
|
2022
Q3 | $2.02M | Buy |
13,628
+283
| +2% | +$42K | 0.46% | 56 |
|
2022
Q2 | $3.03M | Sell |
13,345
-3,245
| -20% | -$736K | 0.67% | 39 |
|
2022
Q1 | $3.84M | Buy |
16,590
+829
| +5% | +$192K | 0.7% | 37 |
|
2021
Q4 | $4.08M | Buy |
15,761
+270
| +2% | +$69.8K | 0.72% | 36 |
|
2021
Q3 | $3.4M | Buy |
15,491
+13,577
| +709% | +$2.98M | 0.65% | 41 |
|
2021
Q2 | $571K | Buy |
1,914
+250
| +15% | +$74.6K | 0.12% | 150 |
|
2021
Q1 | $473K | Hold |
1,664
| – | – | 0.11% | 164 |
|
2020
Q4 | $415K | Sell |
1,664
-10
| -0.6% | -$2.49K | 0.1% | 165 |
|
2020
Q3 | $421K | Buy |
1,674
+120
| +8% | +$30.2K | 0.12% | 150 |
|
2020
Q2 | $218K | Buy |
+1,554
| New | +$218K | 0.07% | 197 |
|