Westwood Wealth 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 | $364K | Hold |
1,600
| – | – | 0.12% | 39 |
|
2025
Q1 | $390K | Sell |
1,600
-30
| -2% | -$7.31K | 0.17% | 37 |
|
2024
Q4 | $459K | Sell |
1,630
-100
| -6% | -$28.1K | 0.17% | 34 |
|
2024
Q3 | $473K | Sell |
1,730
-700
| -29% | -$192K | 0.19% | 31 |
|
2024
Q2 | $729K | Sell |
2,430
-5
| -0.2% | -$1.5K | 0.27% | 26 |
|
2024
Q1 | $706K | Sell |
2,435
-100
| -4% | -$29K | 0.35% | 25 |
|
2023
Q4 | $641K | Sell |
2,535
-105
| -4% | -$26.6K | 0.49% | 22 |
|
2023
Q3 | $699K | Hold |
2,640
| – | – | 0.46% | 24 |
|
2023
Q2 | $654K | Buy |
2,640
+55
| +2% | +$13.6K | 0.46% | 26 |
|
2023
Q1 | $591K | Sell |
2,585
-525
| -17% | -$120K | 0.53% | 26 |
|
2022
Q4 | $539K | Buy |
3,110
+890
| +40% | +$154K | 0.65% | 27 |
|
2022
Q3 | $330K | Sell |
2,220
-200
| -8% | -$29.7K | 0.3% | 32 |
|
2022
Q2 | $549K | Sell |
2,420
-2,815
| -54% | -$639K | 0.63% | 23 |
|
2022
Q1 | $1.21K | Sell |
5,235
-3,760
| -42% | -$870 | 0.47% | 24 |
|
2021
Q4 | $2.33M | Buy |
+8,995
| New | +$2.33M | 0.99% | 18 |
|