Altium Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.1M | Buy |
4,869
+1,517
| +45% | +$344K | 0.08% | 146 |
|
|
2022
Q1 | $776K | Buy |
3,352
+1,296
| +63% | +$300K | 0.05% | 190 |
|
|
2021
Q4 | $532K | Buy |
2,056
+254
| +14% | +$65.7K | 0.03% | 243 |
|
|
2021
Q3 | $395K | Sell |
1,802
-19
| -1% | -$4.17K | 0.03% | 267 |
|
|
2021
Q2 | $543K | Buy |
1,821
+181
| +11% | +$54K | 0.04% | 214 |
|
|
2021
Q1 | $466K | Buy |
1,640
+227
| +16% | +$64.5K | 0.04% | 235 |
|
|
2020
Q4 | $367K | Buy |
1,413
+161
| +13% | +$41.8K | 0.03% | 252 |
|
|
2020
Q3 | $315K | Buy |
+1,252
| New | +$315K | 0.03% | 254 |
|
|
2020
Q2 | – | Sell |
-1,977
| Closed | -$240K | – | 334 |
|
|
2020
Q1 | $240K | Buy |
1,977
+287
| +17% | +$34.8K | 0.03% | 260 |
|
|
2019
Q4 | $256K | Buy |
1,690
+155
| +10% | +$23.5K | 0.03% | 238 |
|
|
2019
Q3 | $223K | Buy |
1,535
+43
| +3% | +$6.25K | 0.03% | 252 |
|
|
2019
Q2 | $245K | Sell |
1,492
-68
| -4% | -$11.2K | 0.04% | 236 |
|
|
2019
Q1 | $283K | Sell |
1,560
-155
| -9% | -$28.1K | 0.05% | 220 |
|
|
2018
Q4 | $277K | Buy |
1,715
+385
| +29% | +$62.2K | 0.05% | 216 |
|
|
2018
Q3 | $320K | Sell |
1,330
-41
| -3% | -$9.87K | 0.06% | 214 |
|
|
2018
Q2 | $311K | Buy |
+1,371
| New | +$311K | 0.08% | 173 |
|