Beaton Management Company’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Hold |
3,217
| – | – | 0.36% | 73 |
|
|
2025
Q1 | $784K | Sell |
3,217
-100
| -3% | -$24.4K | 0.41% | 67 |
|
|
2024
Q4 | $933K | Hold |
3,317
| – | – | 0.47% | 60 |
|
|
2024
Q3 | $908K | Hold |
3,317
| – | – | 0.46% | 61 |
|
|
2024
Q2 | $995K | Hold |
3,317
| – | – | 0.54% | 55 |
|
|
2024
Q1 | $961K | Sell |
3,317
-58
| -2% | -$16.8K | 0.52% | 56 |
|
|
2023
Q4 | $854K | Hold |
3,375
| – | – | 0.51% | 62 |
|
|
2023
Q3 | $894K | Hold |
3,375
| – | – | 0.58% | 56 |
|
|
2023
Q2 | $837K | Hold |
3,375
| – | – | 0.53% | 60 |
|
|
2023
Q1 | $771K | Hold |
3,375
| – | – | 0.52% | 60 |
|
|
2022
Q4 | $585K | Sell |
3,375
-100
| -3% | -$17.3K | 0.39% | 72 |
|
|
2022
Q3 | $516K | Sell |
3,475
-450
| -11% | -$66.8K | 0.39% | 66 |
|
|
2022
Q2 | $890K | Hold |
3,925
| – | – | 0.63% | 51 |
|
|
2022
Q1 | $908K | Sell |
3,925
-75
| -2% | -$17.4K | 0.56% | 55 |
|
|
2021
Q4 | $1.04M | Buy |
4,000
+750
| +23% | +$194K | 0.62% | 48 |
|
|
2021
Q3 | $713K | Hold |
3,250
| – | – | 0.47% | 61 |
|
|
2021
Q2 | $970K | Buy |
3,250
+600
| +23% | +$179K | 0.62% | 51 |
|
|
2021
Q1 | $753K | Hold |
2,650
| – | – | 0.52% | 60 |
|
|
2020
Q4 | $688K | Hold |
2,650
| – | – | 0.51% | 61 |
|
|
2020
Q3 | $667K | Sell |
2,650
-100
| -4% | -$25.2K | 0.55% | 59 |
|
|
2020
Q2 | $386K | Buy |
2,750
+200
| +8% | +$28.1K | 0.34% | 77 |
|
|
2020
Q1 | $309K | Buy |
2,550
+250
| +11% | +$30.3K | 0.31% | 80 |
|
|
2019
Q4 | $348K | Hold |
2,300
| – | – | 0.27% | 88 |
|
|
2019
Q3 | $335K | Buy |
2,300
+650
| +39% | +$94.7K | 0.27% | 91 |
|
|
2019
Q2 | $271K | Hold |
1,650
| – | – | 0.22% | 99 |
|
|
2019
Q1 | $299K | Buy |
1,650
+50
| +3% | +$9.06K | 0.26% | 92 |
|
|
2018
Q4 | $258K | Sell |
1,600
-100
| -6% | -$16.1K | 0.25% | 94 |
|
|
2018
Q3 | $409K | Hold |
1,700
| – | – | 0.34% | 82 |
|
|
2018
Q2 | $386K | Hold |
1,700
| – | – | 0.35% | 80 |
|
|
2018
Q1 | $408K | Hold |
1,700
| – | – | 0.38% | 75 |
|
|
2017
Q4 | $424K | Hold |
1,700
| – | – | 0.38% | 72 |
|
|
2017
Q3 | $383K | Hold |
1,700
| – | – | 0.36% | 76 |
|
|
2017
Q2 | $369K | Buy |
+1,700
| New | +$369K | 0.37% | 75 |
|