WealthShield Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Sell |
929
-242
| -21% | -$55K | 0.03% | 319 |
|
2025
Q1 | $286K | Buy |
+1,171
| New | +$286K | 0.04% | 273 |
|
2024
Q4 | – | Sell |
-931
| Closed | -$256K | – | 505 |
|
2024
Q3 | $256K | Buy |
+931
| New | +$256K | 0.03% | 261 |
|
2024
Q1 | – | Sell |
-984
| Closed | -$250K | – | 493 |
|
2023
Q4 | $250K | Hold |
984
| – | – | 0.04% | 253 |
|
2023
Q3 | $262K | Buy |
984
+15
| +2% | +$3.99K | 0.04% | 268 |
|
2023
Q2 | $241K | Buy |
969
+1
| +0.1% | +$249 | 0.04% | 271 |
|
2023
Q1 | $222K | Buy |
+968
| New | +$222K | 0.04% | 281 |
|
2022
Q3 | – | Sell |
-970
| Closed | -$221K | – | 298 |
|
2022
Q2 | $221K | Buy |
970
+3
| +0.3% | +$684 | 0.04% | 277 |
|
2022
Q1 | $225K | Buy |
+967
| New | +$225K | 0.04% | 305 |
|
2021
Q4 | – | Sell |
-2,223
| Closed | -$488K | – | 287 |
|
2021
Q3 | $488K | Buy |
2,223
+1,655
| +291% | +$363K | 0.13% | 147 |
|
2021
Q2 | $169K | Hold |
568
| – | – | 0.03% | 284 |
|
2021
Q1 | $5K | Sell |
568
-246
| -30% | -$2.17K | ﹤0.01% | 954 |
|
2020
Q4 | $212K | Buy |
+814
| New | +$212K | 0.04% | 283 |
|