WealthPlan Investment Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
1,439
+44
| +3% | +$10K | 0.02% | 280 |
|
|
2025
Q1 | $340K | Sell |
1,395
-285
| -17% | -$69.5K | 0.03% | 209 |
|
|
2024
Q4 | $473K | Buy |
1,680
+42
| +3% | +$11.8K | 0.05% | 176 |
|
|
2024
Q3 | $448K | Sell |
1,638
-129
| -7% | -$35.3K | 0.05% | 166 |
|
|
2024
Q2 | $530K | Sell |
1,767
-1,150
| -39% | -$345K | 0.08% | 117 |
|
|
2024
Q1 | $845K | Buy |
2,917
+82
| +3% | +$23.8K | 0.13% | 102 |
|
|
2023
Q4 | $717K | Sell |
2,835
-97
| -3% | -$24.5K | 0.11% | 110 |
|
|
2023
Q3 | $777K | Buy |
2,932
+1,182
| +68% | +$313K | 0.14% | 101 |
|
|
2023
Q2 | $434K | Sell |
1,750
-831
| -32% | -$206K | 0.13% | 99 |
|
|
2023
Q1 | $590K | Sell |
2,581
-503
| -16% | -$115K | 0.1% | 110 |
|
|
2022
Q4 | $653K | Buy |
3,084
+777
| +34% | +$164K | 0.05% | 220 |
|
|
2022
Q3 | $398K | Buy |
+2,307
| New | +$398K | 0.03% | 267 |
|
|
2022
Q1 | $573K | Buy |
+2,878
| New | +$573K | 0.04% | 234 |
|