WCA
Westover Capital Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
6,529
-5
| -0.1% | -$1.14K | 0.3% | 73 |
|
|
2025
Q1 | $1.59M | Sell |
6,534
-120
| -2% | -$29.3K | 0.35% | 65 |
|
|
2024
Q4 | $1.87M | Hold |
6,654
| – | – | 0.41% | 55 |
|
|
2024
Q3 | $1.82M | Buy |
6,654
+715
| +12% | +$196K | 0.35% | 61 |
|
|
2024
Q2 | $1.78M | Buy |
5,939
+2,091
| +54% | +$627K | 0.46% | 54 |
|
|
2024
Q1 | $1.11M | Sell |
3,848
-231
| -6% | -$66.9K | 0.33% | 77 |
|
|
2023
Q4 | $1.03M | Sell |
4,079
-11
| -0.3% | -$2.78K | 0.34% | 76 |
|
|
2023
Q3 | $1.08M | Sell |
4,090
-24
| -0.6% | -$6.36K | 0.39% | 61 |
|
|
2023
Q2 | $1.02M | Hold |
4,114
| – | – | 0.35% | 73 |
|
|
2023
Q1 | $940K | Sell |
4,114
-10
| -0.2% | -$2.29K | 0.35% | 72 |
|
|
2022
Q4 | $714K | Sell |
4,124
-47
| -1% | -$8.14K | 0.28% | 77 |
|
|
2022
Q3 | $619K | Buy |
4,171
+1,265
| +44% | +$188K | 0.24% | 85 |
|
|
2022
Q2 | $659K | Buy |
2,906
+70
| +2% | +$15.9K | 0.24% | 85 |
|
|
2022
Q1 | $656K | Sell |
2,836
-30
| -1% | -$6.94K | 0.2% | 93 |
|
|
2021
Q4 | $741K | Sell |
2,866
-5
| -0.2% | -$1.29K | 0.22% | 87 |
|
|
2021
Q3 | $630K | Sell |
2,871
-16
| -0.6% | -$3.51K | 0.2% | 89 |
|
|
2021
Q2 | $861K | Sell |
2,887
-27
| -0.9% | -$8.05K | 0.28% | 78 |
|
|
2021
Q1 | $828K | Sell |
2,914
-85
| -3% | -$24.2K | 0.28% | 77 |
|
|
2020
Q4 | $779K | Hold |
2,999
| – | – | 0.28% | 77 |
|
|
2020
Q3 | $754K | Buy |
2,999
+7
| +0.2% | +$1.76K | 0.31% | 75 |
|
|
2020
Q2 | $420K | Sell |
2,992
-173
| -5% | -$24.3K | 0.2% | 84 |
|
|
2020
Q1 | $384K | Hold |
3,165
| – | – | 0.21% | 83 |
|
|
2019
Q4 | $479K | Sell |
3,165
-1,342
| -30% | -$203K | 0.21% | 88 |
|
|
2019
Q3 | $656K | Sell |
4,507
-337
| -7% | -$49.1K | 0.31% | 72 |
|
|
2019
Q2 | $795K | Sell |
4,844
-12,881
| -73% | -$2.11M | 0.39% | 63 |
|
|
2019
Q1 | $3.22M | Sell |
17,725
-629
| -3% | -$114K | 1.67% | 20 |
|
|
2018
Q4 | $2.96M | Sell |
18,354
-2,047
| -10% | -$330K | 1.85% | 16 |
|
|
2018
Q3 | $4.91M | Buy |
20,401
+60
| +0.3% | +$14.4K | 2.49% | 6 |
|
|
2018
Q2 | $4.62M | Sell |
20,341
-637
| -3% | -$145K | 2.49% | 5 |
|
|
2018
Q1 | $5.04M | Buy |
20,978
+487
| +2% | +$117K | 2.74% | 4 |
|
|
2017
Q4 | $5.11M | Buy |
20,491
+220
| +1% | +$54.9K | 2.81% | 3 |
|
|
2017
Q3 | $4.57M | Buy |
20,271
+2,831
| +16% | +$639K | 2.69% | 4 |
|
|
2017
Q2 | $3.79M | Sell |
17,440
-822
| -5% | -$179K | 2.49% | 8 |
|
|
2017
Q1 | $3.56M | Sell |
18,262
-143
| -0.8% | -$27.9K | 2.38% | 9 |
|
|
2016
Q4 | $3.43M | Sell |
18,405
-695
| -4% | -$129K | 2.45% | 11 |
|
|
2016
Q3 | $3.34M | Buy |
19,100
+4,129
| +28% | +$721K | 2.48% | 11 |
|
|
2016
Q2 | $2.27M | Buy |
14,971
+2,948
| +25% | +$447K | 1.86% | 21 |
|
|
2016
Q1 | $1.96M | Buy |
12,023
+343
| +3% | +$55.8K | 1.65% | 21 |
|
|
2015
Q4 | $1.74M | Sell |
11,680
-39
| -0.3% | -$5.81K | 1.45% | 27 |
|
|
2015
Q3 | $1.69M | Sell |
11,719
-60
| -0.5% | -$8.64K | 1.45% | 28 |
|
|
2015
Q2 | $2.01M | Buy |
11,779
+5
| +0% | +$852 | 1.6% | 25 |
|
|
2015
Q1 | $1.95M | Buy |
11,774
+745
| +7% | +$123K | 1.57% | 21 |
|
|
2014
Q4 | $1.92M | Sell |
11,029
-928
| -8% | -$161K | 1.64% | 25 |
|
|
2014
Q3 | $1.93M | Buy |
11,957
+1,714
| +17% | +$277K | 1.57% | 26 |
|
|
2014
Q2 | $1.55M | Sell |
10,243
-10,080
| -50% | -$1.53M | 1.31% | 30 |
|
|
2014
Q1 | $2.69M | Buy |
20,323
+27
| +0.1% | +$3.58K | 2.51% | 11 |
|
|
2013
Q4 | $2.92M | Sell |
20,296
-861
| -4% | -$124K | 2.78% | 9 |
|
|
2013
Q3 | $2.41M | Sell |
21,157
-3,867
| -15% | -$441K | 2.5% | 11 |
|
|
2013
Q2 | $2.47M | Buy |
+25,024
| New | +$2.47M | 2.42% | 13 |
|