WAS
Winch Advisory Services’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Sell |
94
-13
| -12% | -$2.95K | 0.01% | 231 |
|
|
2025
Q1 | $26.2K | Hold |
107
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $30K | Buy |
107
+1
| +0.9% | +$281 | 0.01% | 197 |
|
|
2024
Q3 | $29.1K | Hold |
106
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $31.7K | Buy |
106
+1
| +1% | +$299 | 0.01% | 184 |
|
|
2024
Q1 | $30.5K | Sell |
105
-23
| -18% | -$6.68K | 0.01% | 180 |
|
|
2023
Q4 | $32.3K | Sell |
128
-4
| -3% | -$1.01K | 0.01% | 176 |
|
|
2023
Q3 | $35K | Sell |
132
-10
| -7% | -$2.65K | 0.01% | 162 |
|
|
2023
Q2 | $35K | Buy |
142
+1
| +0.7% | +$246 | 0.01% | 152 |
|
|
2023
Q1 | $32K | Sell |
141
-89
| -39% | -$20.2K | 0.01% | 152 |
|
|
2022
Q4 | $40K | Buy |
230
+2
| +0.9% | +$348 | 0.02% | 137 |
|
|
2022
Q3 | $34K | Sell |
228
-25
| -10% | -$3.73K | 0.01% | 135 |
|
|
2022
Q2 | $57K | Buy |
253
+16
| +7% | +$3.61K | 0.02% | 113 |
|
|
2022
Q1 | $55K | Sell |
237
-17
| -7% | -$3.95K | 0.02% | 124 |
|
|
2021
Q4 | $66K | Sell |
254
-8
| -3% | -$2.08K | 0.02% | 117 |
|
|
2021
Q3 | $57K | Buy |
262
+1
| +0.4% | +$218 | 0.02% | 122 |
|
|
2021
Q2 | $78K | Buy |
261
+25
| +11% | +$7.47K | 0.03% | 102 |
|
|
2021
Q1 | $67K | Hold |
236
| – | – | 0.03% | 102 |
|
|
2020
Q4 | $61K | Buy |
236
+8
| +4% | +$2.07K | 0.03% | 89 |
|
|
2020
Q3 | $57K | Buy |
228
+20
| +10% | +$5K | 0.02% | 88 |
|
|
2020
Q2 | $29K | Buy |
208
+70
| +51% | +$9.76K | 0.01% | 118 |
|
|
2020
Q1 | $17K | Buy |
138
+1
| +0.7% | +$123 | 0.01% | 137 |
|
|
2019
Q4 | $21K | Hold |
137
| – | – | 0.01% | 156 |
|
|
2019
Q3 | $20K | Buy |
+137
| New | +$20K | 0.01% | 142 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$5K | – | 348 |
|
|
2018
Q1 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 223 |
|
|
2015
Q3 | – | Sell |
-5,217
| Closed | -$889K | – | 249 |
|
|
2015
Q2 | $889K | Buy |
5,217
+4,849
| +1,318% | +$826K | 0.49% | 57 |
|
|
2015
Q1 | $61K | Buy |
+368
| New | +$61K | 0.04% | 74 |
|