Valley Wealth Managers’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-100
| Closed | -$22.7K | – | 316 |
|
|
2025
Q2 | $22.7K | Hold |
100
| – | – | ﹤0.01% | 225 |
|
|
2025
Q1 | $24.4K | Hold |
100
| – | – | ﹤0.01% | 237 |
|
|
2024
Q4 | $28.1K | Hold |
100
| – | – | ﹤0.01% | 243 |
|
|
2024
Q3 | $27.4K | Hold |
100
| – | – | ﹤0.01% | 246 |
|
|
2024
Q2 | $30K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2024
Q1 | $29K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2023
Q4 | $25.3K | Hold |
100
| – | – | ﹤0.01% | 236 |
|
|
2023
Q3 | $26.5K | Sell |
100
-410
| -80% | -$107K | ﹤0.01% | 245 |
|
|
2023
Q2 | $126K | Sell |
510
-60
| -11% | -$13.7K | 0.01% | 176 |
|
|
2023
Q1 | $130K | Hold |
570
| – | – | 0.01% | 182 |
|
|
2022
Q4 | $98.7K | Sell |
570
-325
| -36% | -$54K | 0.01% | 194 |
|
|
2022
Q3 | $133K | Sell |
895
-360
| -29% | -$76K | 0.01% | 193 |
|
|
2022
Q2 | $285K | Sell |
1,255
-53
| -4% | -$11.3K | 0.03% | 152 |
|
|
2022
Q1 | $303K | Buy |
1,308
+53
| +4% | +$12.5K | 0.03% | 159 |
|
|
2021
Q4 | $325K | Hold |
1,255
| – | – | 0.03% | 161 |
|
|
2021
Q3 | $275K | Sell |
1,255
-225
| -15% | -$61.1K | 0.02% | 160 |
|
|
2021
Q2 | $442K | Hold |
1,480
| – | – | 0.04% | 137 |
|
|
2021
Q1 | $420K | Sell |
1,480
-50
| -3% | -$12.9K | 0.04% | 132 |
|
|
2020
Q4 | $397K | Sell |
1,530
-110
| -7% | -$30.5K | 0.04% | 132 |
|
|
2020
Q3 | $412K | Sell |
1,640
-25
| -2% | -$5K | 0.05% | 128 |
|
|
2020
Q2 | $233K | Sell |
1,665
-50
| -3% | -$6.29K | 0.03% | 152 |
|
|
2020
Q1 | $208K | Sell |
1,715
-475
| -22% | -$66.9K | 0.03% | 155 |
|
|
2019
Q4 | $331K | Sell |
2,190
-825
| -27% | -$127K | 0.03% | 155 |
|
|
2019
Q3 | $439K | Sell |
3,015
-380
| -11% | -$61.3K | 0.05% | 144 |
|
|
2019
Q2 | $557K | Buy |
3,395
+175
| +5% | +$30.6K | 0.06% | 134 |
|
|
2019
Q1 | $584K | Sell |
3,220
-1,350
| -30% | -$239K | 0.06% | 141 |
|
|
2018
Q4 | $737K | Sell |
4,570
-190
| -4% | -$40.2K | 0.1% | 104 |
|
|
2018
Q3 | $1.15M | Buy |
4,760
+1,520
| +47% | +$368K | 0.14% | 87 |
|
|
2018
Q2 | $736K | Buy |
3,240
+120
| +4% | +$29.7K | 0.09% | 91 |
|
|
2018
Q1 | $749K | Sell |
3,120
-390
| -11% | -$98.6K | 0.09% | 91 |
|
|
2017
Q4 | $876K | Sell |
3,510
-190
| -5% | -$43.4K | 0.11% | 89 |
|
|
2017
Q3 | $835K | Hold |
3,700
| – | – | 0.11% | 88 |
|
|
2017
Q2 | $804K | Sell |
3,700
-75
| -2% | -$14.8K | 0.11% | 89 |
|
|
2017
Q1 | $736K | Buy |
3,775
+1,565
| +71% | +$299K | 0.1% | 95 |
|
|
2016
Q4 | $412K | Buy |
+2,210
| New | +$406K | 0.06% | 106 |
|
Other funds holding FDX
