WESPAC Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,846
| Closed | -$779K | – | 165 |
|
|
2024
Q3 | $779K | Sell |
2,846
-20
| -0.7% | -$5.47K | 0.58% | 59 |
|
|
2024
Q2 | $859K | Sell |
2,866
-1,686
| -37% | -$506K | 0.67% | 52 |
|
|
2024
Q1 | $1.32M | Sell |
4,552
-1,242
| -21% | -$360K | 0.77% | 40 |
|
|
2023
Q4 | $1.47M | Sell |
5,794
-380
| -6% | -$96.1K | 1.02% | 25 |
|
|
2023
Q3 | $1.64M | Buy |
6,174
+502
| +9% | +$133K | 1.22% | 23 |
|
|
2023
Q2 | $1.41M | Sell |
5,672
-130
| -2% | -$32.2K | 1.13% | 25 |
|
|
2023
Q1 | $1.33M | Buy |
+5,802
| New | +$1.33M | 1.25% | 25 |
|
|
2022
Q4 | – | Sell |
-6,118
| Closed | -$908K | – | 70 |
|
|
2022
Q3 | $908K | Sell |
6,118
-2,770
| -31% | -$411K | 1.22% | 24 |
|
|
2022
Q2 | $2.02M | Buy |
8,888
+4,344
| +96% | +$985K | 1.54% | 20 |
|
|
2022
Q1 | $1.05M | Sell |
4,544
-973
| -18% | -$225K | 1.14% | 31 |
|
|
2021
Q4 | $1.43M | Sell |
5,517
-1,104
| -17% | -$286K | 0.96% | 41 |
|
|
2021
Q3 | $1.45M | Buy |
6,621
+4,022
| +155% | +$882K | 0.9% | 36 |
|
|
2021
Q2 | $775K | Sell |
2,599
-3,867
| -60% | -$1.15M | 1.48% | 16 |
|
|
2021
Q1 | $1.84M | Sell |
6,466
-547
| -8% | -$155K | 1.37% | 12 |
|
|
2020
Q4 | $1.82M | Buy |
7,013
+1,177
| +20% | +$306K | 1.41% | 12 |
|
|
2020
Q3 | $1.47M | Sell |
5,836
-5,669
| -49% | -$1.43M | 1.82% | 18 |
|
|
2020
Q2 | $1.61M | Buy |
+11,505
| New | +$1.61M | 1.83% | 14 |
|
|
2019
Q2 | – | Sell |
-1,126
| Closed | -$204K | – | 117 |
|
|
2019
Q1 | $204K | Buy |
+1,126
| New | +$204K | 0.14% | 120 |
|
|
2015
Q2 | – | Sell |
-6,501
| Closed | -$1.08M | – | 123 |
|
|
2015
Q1 | $1.08M | Buy |
6,501
+1,381
| +27% | +$229K | 0.82% | 51 |
|
|
2014
Q4 | $889K | Buy |
5,120
+2,125
| +71% | +$369K | 0.62% | 57 |
|
|
2014
Q3 | $484K | Buy |
+2,995
| New | +$484K | 0.39% | 83 |
|