Avantax Planning Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-814
| Closed | -$229K | – | 441 |
|
|
2024
Q4 | $229K | Buy |
814
+29
| +4% | +$8.16K | 0.01% | 384 |
|
|
2024
Q3 | $215K | Sell |
785
-260
| -25% | -$71.1K | 0.01% | 410 |
|
|
2024
Q2 | $313K | Buy |
1,045
+15
| +1% | +$4.5K | 0.01% | 354 |
|
|
2024
Q1 | $299K | Sell |
1,030
-69
| -6% | -$20K | 0.01% | 361 |
|
|
2023
Q4 | $278K | Buy |
1,099
+18
| +2% | +$4.56K | 0.01% | 309 |
|
|
2023
Q3 | $286K | Buy |
1,081
+2
| +0.2% | +$530 | 0.01% | 291 |
|
|
2023
Q2 | $268K | Buy |
1,079
+3
| +0.3% | +$744 | 0.01% | 317 |
|
|
2023
Q1 | $246K | Buy |
+1,076
| New | +$246K | 0.01% | 326 |
|
|
2022
Q3 | – | Sell |
-1,195
| Closed | -$271K | – | 352 |
|
|
2022
Q2 | $271K | Buy |
1,195
+11
| +0.9% | +$2.5K | 0.01% | 286 |
|
|
2022
Q1 | $274K | Buy |
1,184
+8
| +0.7% | +$1.85K | 0.01% | 294 |
|
|
2021
Q4 | $304K | Buy |
1,176
+68
| +6% | +$17.6K | 0.01% | 273 |
|
|
2021
Q3 | $243K | Hold |
1,108
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $331K | Buy |
1,108
+4
| +0.4% | +$1.2K | 0.02% | 244 |
|
|
2021
Q1 | $313K | Buy |
1,104
+127
| +13% | +$36K | 0.02% | 236 |
|
|
2020
Q4 | $254K | Sell |
977
-597
| -38% | -$155K | 0.01% | 246 |
|
|
2020
Q3 | $396K | Sell |
1,574
-197
| -11% | -$49.6K | 0.02% | 202 |
|
|
2020
Q2 | $248K | Sell |
1,771
-107
| -6% | -$15K | 0.01% | 237 |
|
|
2020
Q1 | $228K | Sell |
1,878
-1,837
| -49% | -$223K | 0.02% | 240 |
|
|
2019
Q4 | $562K | Sell |
3,715
-11
| -0.3% | -$1.66K | 0.03% | 161 |
|
|
2019
Q3 | $542K | Sell |
3,726
-6
| -0.2% | -$873 | 0.03% | 160 |
|
|
2019
Q2 | $600K | Sell |
3,732
-381
| -9% | -$61.3K | 0.04% | 150 |
|
|
2019
Q1 | $746K | Buy |
4,113
+1,045
| +34% | +$190K | 0.05% | 126 |
|
|
2018
Q4 | $495K | Buy |
3,068
+40
| +1% | +$6.45K | 0.04% | 147 |
|
|
2018
Q3 | $729K | Sell |
3,028
-168
| -5% | -$40.4K | 0.06% | 104 |
|
|
2018
Q2 | $726K | Buy |
3,196
+58
| +2% | +$13.2K | 0.06% | 104 |
|
|
2018
Q1 | $754K | Buy |
3,138
+624
| +25% | +$150K | 0.06% | 125 |
|
|
2017
Q4 | $627K | Sell |
2,514
-145
| -5% | -$36.2K | 0.06% | 145 |
|
|
2017
Q3 | $600K | Buy |
2,659
+391
| +17% | +$88.2K | 0.05% | 176 |
|
|
2017
Q2 | $493K | Buy |
2,268
+252
| +13% | +$54.8K | 0.04% | 195 |
|
|
2017
Q1 | $393K | Buy |
2,016
+228
| +13% | +$44.4K | 0.04% | 207 |
|
|
2016
Q4 | $333K | Buy |
+1,788
| New | +$333K | 0.04% | 213 |
|