WWM
WT Wealth Management’s FedEx FDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,714
| Closed | -$2.45M | – | 130 |
|
2024
Q4 | $2.45M | Buy |
8,714
+403
| +5% | +$113K | 0.77% | 38 |
|
2024
Q3 | $2.28M | Buy |
8,311
+232
| +3% | +$63.7K | 0.73% | 45 |
|
2024
Q2 | $2.43M | Sell |
8,079
-221
| -3% | -$66.5K | 0.83% | 37 |
|
2024
Q1 | $2.41M | Buy |
8,300
+1,172
| +16% | +$341K | 0.86% | 35 |
|
2023
Q4 | $1.81M | Buy |
+7,128
| New | +$1.81M | 0.71% | 46 |
|
2022
Q4 | – | Sell |
-6,444
| Closed | -$961K | – | 96 |
|
2022
Q3 | $961K | Sell |
6,444
-695
| -10% | -$104K | 0.48% | 65 |
|
2022
Q2 | $1.62M | Sell |
7,139
-604
| -8% | -$137K | 0.8% | 34 |
|
2022
Q1 | $1.8M | Sell |
7,743
-255
| -3% | -$59.1K | 0.69% | 43 |
|
2021
Q4 | $2.07M | Buy |
7,998
+1,073
| +15% | +$278K | 0.76% | 39 |
|
2021
Q3 | $1.52M | Buy |
6,925
+1,310
| +23% | +$288K | 0.59% | 56 |
|
2021
Q2 | $1.68M | Sell |
5,615
-221
| -4% | -$66K | 0.68% | 47 |
|
2021
Q1 | $1.66M | Buy |
5,836
+220
| +4% | +$62.5K | 0.77% | 36 |
|
2020
Q4 | $1.46M | Buy |
5,616
+600
| +12% | +$156K | 0.79% | 45 |
|
2020
Q3 | $1.26M | Sell |
5,016
-848
| -14% | -$213K | 0.84% | 33 |
|
2020
Q2 | $822K | Buy |
5,864
+451
| +8% | +$63.2K | 0.66% | 36 |
|
2020
Q1 | $658K | Buy |
5,413
+2,645
| +96% | +$322K | 0.69% | 33 |
|
2019
Q4 | $420K | Buy |
2,768
+32
| +1% | +$4.86K | 0.32% | 56 |
|
2019
Q3 | $398K | Buy |
+2,736
| New | +$398K | 0.35% | 56 |
|