XWM
Xcel Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
+5,277
| New | +$1.2M | 0.34% | 60 |
|
|
2023
Q3 | – | Sell |
-815
| Closed | -$202K | – | 115 |
|
|
2023
Q2 | $202K | Buy |
+815
| New | +$202K | 0.06% | 132 |
|
|
2022
Q2 | – | Sell |
-1,840
| Closed | -$426K | – | 130 |
|
|
2022
Q1 | $426K | Sell |
1,840
-700
| -28% | -$162K | 0.12% | 104 |
|
|
2021
Q4 | $657K | Sell |
2,540
-1,215
| -32% | -$314K | 0.17% | 89 |
|
|
2021
Q3 | $823K | Buy |
3,755
+1,820
| +94% | +$399K | 0.24% | 73 |
|
|
2021
Q2 | $577K | Hold |
1,935
| – | – | 0.17% | 90 |
|
|
2021
Q1 | $550K | Sell |
1,935
-195
| -9% | -$55.4K | 0.2% | 83 |
|
|
2020
Q4 | $553K | Sell |
2,130
-50
| -2% | -$13K | 0.24% | 75 |
|
|
2020
Q3 | $548K | Hold |
2,180
| – | – | 0.28% | 69 |
|
|
2020
Q2 | $305K | Sell |
2,180
-100
| -4% | -$14K | 0.19% | 81 |
|
|
2020
Q1 | $276K | Buy |
2,280
+250
| +12% | +$30.3K | 0.25% | 67 |
|
|
2019
Q4 | $306K | Sell |
2,030
-9,660
| -83% | -$1.46M | 0.25% | 60 |
|
|
2019
Q3 | $1.7M | Buy |
11,690
+1,010
| +9% | +$147K | 1.58% | 22 |
|
|
2019
Q2 | $1.75M | Buy |
10,680
+125
| +1% | +$20.5K | 1.72% | 19 |
|
|
2019
Q1 | $1.91M | Buy |
10,555
+749
| +8% | +$136K | 1.97% | 15 |
|
|
2018
Q4 | $1.58M | Buy |
+9,806
| New | +$1.58M | 1.93% | 17 |
|