B. Riley 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 | $295K | Buy |
7,973
+1,686
| +27% | +$62.4K | 0.34% | 24 |
|
2022
Q1 | $1.46M | Sell |
6,287
-3,293
| -34% | -$762K | 0.11% | 178 |
|
2021
Q4 | $2.48M | Buy |
9,580
+2,752
| +40% | +$712K | 0.17% | 121 |
|
2021
Q3 | $1.5M | Buy |
6,828
+1,910
| +39% | +$419K | 0.12% | 176 |
|
2021
Q2 | $1.47M | Sell |
4,918
-1,278
| -21% | -$381K | 0.16% | 135 |
|
2021
Q1 | $1.76M | Buy |
6,196
+2,597
| +72% | +$738K | 0.21% | 105 |
|
2020
Q4 | $934K | Sell |
3,599
-2,343
| -39% | -$608K | 0.12% | 152 |
|
2020
Q3 | $1.5M | Buy |
5,942
+1,708
| +40% | +$430K | 0.18% | 112 |
|
2020
Q2 | $594K | Sell |
4,234
-1,639
| -28% | -$230K | 0.07% | 208 |
|
2020
Q1 | $712K | Buy |
5,873
+3,216
| +121% | +$390K | 0.07% | 221 |
|
2019
Q4 | $402K | Sell |
2,657
-360
| -12% | -$54.5K | 0.06% | 240 |
|
2019
Q3 | $439K | Sell |
3,017
-230
| -7% | -$33.5K | 0.08% | 219 |
|
2019
Q2 | $533 | Buy |
+3,247
| New | +$533 | 0.08% | 199 |
|
2019
Q1 | – | Sell |
-4,450
| Closed | -$718K | – | 406 |
|
2018
Q4 | $718K | Sell |
4,450
-6,683
| -60% | -$1.08M | 0.15% | 145 |
|
2018
Q3 | $2.68M | Buy |
+11,133
| New | +$2.68M | 0.66% | 32 |
|
2016
Q1 | – | Sell |
-1,609
| Closed | -$239K | – | 141 |
|
2015
Q4 | $239K | Buy |
1,609
+90
| +6% | +$13.4K | 0.31% | 121 |
|
2015
Q3 | $218K | Buy |
1,519
+10
| +0.7% | +$1.44K | 0.31% | 135 |
|
2015
Q2 | $257K | Sell |
1,509
-140
| -8% | -$23.8K | 0.2% | 140 |
|
2015
Q1 | $272K | Buy |
1,649
+1,289
| +358% | +$213K | 0.2% | 141 |
|
2014
Q4 | $62K | Buy |
360
+115
| +47% | +$19.8K | 0.05% | 357 |
|
2014
Q3 | $39K | Sell |
245
-395
| -62% | -$62.9K | 0.03% | 461 |
|
2014
Q2 | $96K | Hold |
640
| – | – | 0.06% | 354 |
|
2014
Q1 | $85K | Buy |
+640
| New | +$85K | 0.06% | 341 |
|