WBH Advisory’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,055
| Closed | -$257K | – | 344 |
|
2025
Q1 | $257K | Hold |
1,055
| – | – | 0.02% | 290 |
|
2024
Q4 | $297K | Sell |
1,055
-57
| -5% | -$16K | 0.03% | 267 |
|
2024
Q3 | $304K | Sell |
1,112
-82
| -7% | -$22.5K | 0.03% | 266 |
|
2024
Q2 | $358K | Sell |
1,194
-85
| -7% | -$25.5K | 0.04% | 243 |
|
2024
Q1 | $371K | Sell |
1,279
-1,837
| -59% | -$532K | 0.04% | 243 |
|
2023
Q4 | $788K | Sell |
3,116
-10
| -0.3% | -$2.53K | 0.09% | 168 |
|
2023
Q3 | $828K | Sell |
3,126
-140
| -4% | -$37.1K | 0.1% | 152 |
|
2023
Q2 | $810K | Sell |
3,266
-387
| -11% | -$95.9K | 0.1% | 155 |
|
2023
Q1 | $835K | Buy |
+3,653
| New | +$835K | 0.1% | 161 |
|
2022
Q3 | $649K | Sell |
4,372
-76
| -2% | -$11.3K | 0.09% | 171 |
|
2022
Q2 | $997K | Sell |
4,448
-85
| -2% | -$19.1K | 0.13% | 141 |
|
2022
Q1 | $938K | Buy |
4,533
+112
| +3% | +$23.2K | 0.12% | 151 |
|
2021
Q4 | $1.14M | Buy |
4,421
+105
| +2% | +$27.1K | 0.13% | 141 |
|
2021
Q3 | $946K | Buy |
4,316
+100
| +2% | +$21.9K | 0.13% | 146 |
|
2021
Q2 | $1.25M | Sell |
4,216
-103
| -2% | -$30.6K | 0.18% | 103 |
|
2021
Q1 | $1.23M | Sell |
4,319
-110
| -2% | -$31.3K | 0.2% | 105 |
|
2020
Q4 | $1.12M | Sell |
4,429
-156
| -3% | -$39.3K | 0.19% | 103 |
|
2020
Q3 | $1.15M | Buy |
4,585
+27
| +0.6% | +$6.79K | 0.23% | 92 |
|
2020
Q2 | $639K | Sell |
4,558
-1,108
| -20% | -$155K | 0.15% | 124 |
|
2020
Q1 | $687 | Sell |
5,666
-900
| -14% | -$109 | 0.16% | 110 |
|
2019
Q4 | $992K | Sell |
6,566
-553
| -8% | -$83.5K | 0.2% | 108 |
|
2019
Q3 | $1.04M | Sell |
7,119
-214
| -3% | -$31.1K | 0.23% | 97 |
|
2019
Q2 | $1.2M | Sell |
7,333
-137
| -2% | -$22.5K | 0.28% | 87 |
|
2019
Q1 | $1.36M | Buy |
7,470
+395
| +6% | +$71.7K | 0.32% | 77 |
|
2018
Q4 | $1.14K | Sell |
7,075
-185
| -3% | -$30 | 0.28% | 82 |
|
2018
Q3 | $1.75M | Sell |
7,260
-184
| -2% | -$44.3K | 0.42% | 56 |
|
2018
Q2 | $1.69M | Hold |
7,444
| – | – | 0.44% | 54 |
|
2018
Q1 | $1.79M | Buy |
7,444
+512
| +7% | +$123K | 0.49% | 47 |
|
2017
Q4 | $1.73M | Sell |
6,932
-101
| -1% | -$25.2K | 0.46% | 50 |
|
2017
Q3 | $1.59M | Sell |
7,033
-14
| -0.2% | -$3.16K | 0.44% | 52 |
|
2017
Q2 | $1.53M | Buy |
7,047
+230
| +3% | +$50K | 0.43% | 55 |
|
2017
Q1 | $1.33M | Buy |
6,817
+450
| +7% | +$87.8K | 0.4% | 58 |
|
2016
Q4 | $1.19M | Hold |
6,367
| – | – | 0.4% | 59 |
|
2016
Q3 | $1.11M | Sell |
6,367
-75
| -1% | -$13.1K | 0.38% | 61 |
|
2016
Q2 | $977K | Sell |
6,442
-225
| -3% | -$34.1K | 0.38% | 61 |
|
2016
Q1 | $1.08M | Buy |
6,667
+1,125
| +20% | +$183K | 0.36% | 57 |
|
2015
Q4 | $825 | Buy |
5,542
+270
| +5% | +$40 | 0.29% | 69 |
|
2015
Q3 | $759K | Buy |
5,272
+400
| +8% | +$57.6K | 0.32% | 81 |
|
2015
Q2 | $830K | Sell |
4,872
-64
| -1% | -$10.9K | 0.33% | 77 |
|
2015
Q1 | $816 | Hold |
4,936
| – | – | 0.23% | 82 |
|
2014
Q4 | $857K | Sell |
4,936
-75
| -1% | -$13K | 0.32% | 75 |
|
2014
Q3 | $809K | Sell |
5,011
-46
| -0.9% | -$7.43K | 0.28% | 79 |
|
2014
Q2 | $765K | Buy |
5,057
+60
| +1% | +$9.08K | 0.29% | 90 |
|
2014
Q1 | $662K | Sell |
4,997
-54
| -1% | -$7.15K | 0.26% | 94 |
|
2013
Q4 | $726K | Buy |
5,051
+414
| +9% | +$59.5K | 0.29% | 92 |
|
2013
Q3 | $529K | Buy |
4,637
+41
| +0.9% | +$4.68K | 0.24% | 110 |
|
2013
Q2 | $453K | Buy |
+4,596
| New | +$453K | 0.21% | 118 |
|