BAM
Belpointe Asset Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
2,194
-60
| -3% | -$13.6K | 0.02% | 576 |
|
|
2025
Q1 | $550K | Sell |
2,254
-542
| -19% | -$132K | 0.03% | 534 |
|
|
2024
Q4 | $835K | Buy |
2,796
+1
| +0% | +$299 | 0.05% | 362 |
|
|
2024
Q3 | $765K | Buy |
2,795
+558
| +25% | +$153K | 0.05% | 376 |
|
|
2024
Q2 | $671K | Buy |
2,237
+109
| +5% | +$32.7K | 0.05% | 382 |
|
|
2024
Q1 | $617K | Buy |
2,128
+508
| +31% | +$147K | 0.05% | 386 |
|
|
2023
Q4 | $410K | Sell |
1,620
-438
| -21% | -$111K | 0.04% | 423 |
|
|
2023
Q3 | $545K | Buy |
2,058
+1,225
| +147% | +$325K | 0.06% | 307 |
|
|
2023
Q2 | $207K | Sell |
833
-3,250
| -80% | -$806K | 0.02% | 563 |
|
|
2023
Q1 | $933K | Sell |
4,083
-740
| -15% | -$169K | 0.05% | 350 |
|
|
2022
Q4 | $835K | Sell |
4,823
-23
| -0.5% | -$3.98K | 0.05% | 371 |
|
|
2022
Q3 | $720K | Sell |
4,846
-12,122
| -71% | -$1.8M | 0.05% | 387 |
|
|
2022
Q2 | $3.85M | Sell |
16,968
-3,405
| -17% | -$772K | 0.26% | 76 |
|
|
2022
Q1 | $4.71M | Sell |
20,373
-2,064
| -9% | -$478K | 0.29% | 58 |
|
|
2021
Q4 | $5.8M | Sell |
22,437
-6,293
| -22% | -$1.63M | 0.36% | 48 |
|
|
2021
Q3 | $6.3M | Buy |
28,730
+1,410
| +5% | +$309K | 0.43% | 34 |
|
|
2021
Q2 | $8.15M | Buy |
27,320
+21,700
| +386% | +$6.47M | 0.59% | 24 |
|
|
2021
Q1 | $1.6M | Buy |
5,620
+27
| +0.5% | +$7.67K | 0.14% | 166 |
|
|
2020
Q4 | $1.45M | Buy |
5,593
+1,101
| +25% | +$286K | 0.13% | 173 |
|
|
2020
Q3 | $1.13M | Buy |
4,492
+3,000
| +201% | +$755K | 0.13% | 179 |
|
|
2020
Q2 | $209K | Sell |
1,492
-526
| -26% | -$73.7K | 0.03% | 517 |
|
|
2020
Q1 | $245K | Sell |
2,018
-583
| -22% | -$70.8K | 0.04% | 391 |
|
|
2019
Q4 | $393K | Sell |
2,601
-272
| -9% | -$41.1K | 0.05% | 368 |
|
|
2019
Q3 | $418K | Sell |
2,873
-730
| -20% | -$106K | 0.07% | 322 |
|
|
2019
Q2 | $591K | Sell |
3,603
-3,165
| -47% | -$519K | 0.12% | 190 |
|
|
2019
Q1 | $1.23M | Buy |
6,768
+1,230
| +22% | +$223K | 0.24% | 69 |
|
|
2018
Q4 | $893K | Buy |
5,538
+3,184
| +135% | +$513K | 0.23% | 92 |
|
|
2018
Q3 | $567K | Buy |
2,354
+1,000
| +74% | +$241K | 0.09% | 225 |
|
|
2018
Q2 | $307K | Sell |
1,354
-107
| -7% | -$24.3K | 0.09% | 255 |
|
|
2018
Q1 | $351K | Sell |
1,461
-968
| -40% | -$233K | 0.1% | 229 |
|
|
2017
Q4 | $606K | Buy |
2,429
+1,088
| +81% | +$271K | 0.13% | 180 |
|
|
2017
Q3 | $303K | Buy |
+1,341
| New | +$303K | 0.07% | 314 |
|