TCWA
Turtle Creek Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
+2,106
| New | +$479K | 0.06% | 173 |
|
|
2024
Q4 | – | Sell |
-1,020
| Closed | -$279K | – | 102 |
|
|
2024
Q3 | $279K | Buy |
1,020
+39
| +4% | +$10.7K | 0.06% | 140 |
|
|
2024
Q2 | $294K | Buy |
981
+44
| +5% | +$13.2K | 0.07% | 123 |
|
|
2024
Q1 | $271K | Sell |
937
-50
| -5% | -$14.5K | 0.07% | 127 |
|
|
2023
Q4 | $250K | Buy |
+987
| New | +$250K | 0.07% | 130 |
|