B. Riley Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
+4,865
| New | +$1.11M | 0.05% | 325 |
|
|
2024
Q4 | $2.54M | Sell |
8,986
-662
| -7% | -$187K | 0.08% | 238 |
|
|
2024
Q3 | $2.63M | Sell |
9,648
-1,167
| -11% | -$318K | 0.07% | 261 |
|
|
2024
Q2 | $3.26M | Sell |
10,815
-3,129
| -22% | -$943K | 0.08% | 228 |
|
|
2024
Q1 | $3.71M | Buy |
13,944
+1,894
| +16% | +$504K | 0.1% | 204 |
|
|
2023
Q4 | $3.06M | Sell |
12,050
-1,894
| -14% | -$481K | 0.08% | 251 |
|
|
2023
Q3 | $3.71M | Sell |
13,944
-1,416
| -9% | -$377K | 0.1% | 204 |
|
|
2023
Q2 | $3.82M | Sell |
15,360
-267
| -2% | -$66.5K | 0.09% | 233 |
|
|
2023
Q1 | $3.58M | Sell |
15,627
-1,002
| -6% | -$230K | 0.1% | 215 |
|
|
2022
Q4 | $2.9M | Sell |
16,629
-10,268
| -38% | -$1.79M | 0.08% | 251 |
|
|
2022
Q3 | $4M | Buy |
26,897
+9,138
| +51% | +$1.36M | 0.12% | 179 |
|
|
2022
Q2 | $4.03M | Sell |
17,759
-1,841
| -9% | -$417K | 0.17% | 132 |
|
|
2022
Q1 | $4.54M | Sell |
19,600
-4,238
| -18% | -$981K | 0.15% | 144 |
|
|
2021
Q4 | $6.17M | Buy |
23,838
+501
| +2% | +$130K | 0.18% | 121 |
|
|
2021
Q3 | $5.21M | Sell |
23,337
-11,302
| -33% | -$2.53M | 0.17% | 135 |
|
|
2021
Q2 | $10.3M | Buy |
34,639
+17,942
| +107% | +$5.34M | 0.34% | 61 |
|
|
2021
Q1 | $4.72M | Buy |
16,697
+9,681
| +138% | +$2.74M | 0.17% | 142 |
|
|
2020
Q4 | $1.82M | Sell |
7,016
-409
| -6% | -$106K | 0.1% | 217 |
|
|
2020
Q3 | $1.68M | Buy |
7,425
+1,470
| +25% | +$332K | 0.09% | 227 |
|
|
2020
Q2 | $836K | Sell |
5,955
-970
| -14% | -$136K | 0.06% | 318 |
|
|
2020
Q1 | $840K | Buy |
6,925
+3,751
| +118% | +$455K | 0.07% | 269 |
|
|
2019
Q4 | $480K | Buy |
3,174
+235
| +8% | +$35.5K | 0.04% | 448 |
|
|
2019
Q3 | $428K | Sell |
2,939
-1,384
| -32% | -$202K | 0.04% | 453 |
|
|
2019
Q2 | $710K | Sell |
4,323
-1,298
| -23% | -$213K | 0.08% | 267 |
|
|
2019
Q1 | $1.02M | Buy |
5,621
+387
| +7% | +$70.2K | 0.13% | 181 |
|
|
2018
Q4 | $845K | Buy |
5,234
+1,485
| +40% | +$240K | 0.12% | 181 |
|
|
2018
Q3 | $904K | Buy |
3,749
+613
| +20% | +$148K | 0.11% | 207 |
|
|
2018
Q2 | $713K | Buy |
3,136
+601
| +24% | +$137K | 0.09% | 232 |
|
|
2018
Q1 | $610K | Sell |
2,535
-362
| -12% | -$87.1K | 0.09% | 258 |
|
|
2017
Q4 | $723K | Buy |
2,897
+369
| +15% | +$92.1K | 0.1% | 232 |
|
|
2017
Q3 | $571K | Buy |
2,528
+619
| +32% | +$140K | 0.09% | 234 |
|
|
2017
Q2 | $415K | Buy |
1,909
+257
| +16% | +$55.9K | 0.08% | 288 |
|
|
2017
Q1 | $323K | Buy |
1,652
+228
| +16% | +$44.6K | 0.06% | 316 |
|
|
2016
Q4 | $266K | Sell |
1,424
-79
| -5% | -$14.8K | 0.05% | 375 |
|
|
2016
Q3 | $263K | Buy |
+1,503
| New | +$263K | 0.05% | 449 |
|
|
2015
Q3 | – | Sell |
-2,058
| Closed | -$352K | – | 574 |
|
|
2015
Q2 | $352K | Buy |
2,058
+398
| +24% | +$68.1K | 0.09% | 289 |
|
|
2015
Q1 | $275K | Sell |
1,660
-153
| -8% | -$25.3K | 0.07% | 386 |
|
|
2014
Q4 | $315 | Buy |
+1,813
| New | +$315 | 0.01% | 1090 |
|
|
2014
Q3 | – | Sell |
-503
| Closed | -$76.1K | – | 1068 |
|
|
2014
Q2 | $76.1K | Buy |
+503
| New | +$76.1K | 0.02% | 841 |
|