WKWM
Walter & Keenan Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
2,027
-583
| -22% | -$133K | 0.13% | 111 |
|
|
2025
Q1 | $636K | Buy |
2,610
+21
| +0.8% | +$5.12K | 0.19% | 95 |
|
|
2024
Q4 | $728K | Buy |
2,589
+5
| +0.2% | +$1.41K | 0.22% | 91 |
|
|
2024
Q3 | $707K | Buy |
2,584
+2
| +0.1% | +$547 | 0.21% | 92 |
|
|
2024
Q2 | $774K | Hold |
2,582
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $748K | Sell |
2,582
-500
| -16% | -$145K | 0.25% | 82 |
|
|
2023
Q4 | $780K | Hold |
3,082
| – | – | 0.28% | 79 |
|
|
2023
Q3 | $816K | Hold |
3,082
| – | – | 0.32% | 74 |
|
|
2023
Q2 | $764K | Sell |
3,082
-250
| -8% | -$62K | 0.28% | 79 |
|
|
2023
Q1 | $761K | Sell |
3,332
-300
| -8% | -$68.5K | 0.29% | 81 |
|
|
2022
Q4 | $629K | Buy |
3,632
+16
| +0.4% | +$2.77K | 0.25% | 80 |
|
|
2022
Q3 | $537K | Sell |
3,616
-684
| -16% | -$102K | 0.23% | 87 |
|
|
2022
Q2 | $975K | Hold |
4,300
| – | – | 0.39% | 63 |
|
|
2022
Q1 | $995K | Buy |
4,300
+5
| +0.1% | +$1.16K | 0.34% | 70 |
|
|
2021
Q4 | $1.11M | Sell |
4,295
-100
| -2% | -$25.9K | 0.36% | 66 |
|
|
2021
Q3 | $964K | Buy |
4,395
+10
| +0.2% | +$2.19K | 0.33% | 74 |
|
|
2021
Q2 | $1.31M | Hold |
4,385
| – | – | 0.45% | 64 |
|
|
2021
Q1 | $1.25M | Sell |
4,385
-700
| -14% | -$199K | 0.44% | 63 |
|
|
2020
Q4 | $1.32M | Hold |
5,085
| – | – | 0.48% | 61 |
|
|
2020
Q3 | $1.28M | Hold |
5,085
| – | – | 0.51% | 56 |
|
|
2020
Q2 | $713K | Buy |
+5,085
| New | +$713K | 0.29% | 73 |
|
|
2020
Q1 | – | Sell |
-5,085
| Closed | -$769K | – | 146 |
|
|
2019
Q4 | $769K | Sell |
5,085
-2,900
| -36% | -$439K | 0.3% | 76 |
|
|
2019
Q3 | $1.16M | Buy |
7,985
+4,550
| +132% | +$662K | 0.44% | 60 |
|
|
2019
Q2 | $564K | Hold |
3,435
| – | – | 0.25% | 82 |
|
|
2019
Q1 | $623K | Buy |
3,435
+1,210
| +54% | +$219K | 0.27% | 77 |
|
|
2018
Q4 | $359K | Sell |
2,225
-100
| -4% | -$16.1K | 0.16% | 102 |
|
|
2018
Q3 | $560 | Buy |
+2,325
| New | +$560 | 0.17% | 90 |
|