Birch Hill Investment 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 | $520K | Hold |
2,287
| – | – | 0.02% | 140 |
|
|
2025
Q1 | $558K | Hold |
2,287
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $643K | Hold |
2,287
| – | – | 0.03% | 129 |
|
|
2024
Q3 | $626K | Sell |
2,287
-132
| -5% | -$36.1K | 0.03% | 127 |
|
|
2024
Q2 | $725K | Hold |
2,419
| – | – | 0.04% | 115 |
|
|
2024
Q1 | $701K | Hold |
2,419
| – | – | 0.03% | 113 |
|
|
2023
Q4 | $612K | Hold |
2,419
| – | – | 0.03% | 113 |
|
|
2023
Q3 | $641K | Hold |
2,419
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $600K | Hold |
2,419
| – | – | 0.03% | 110 |
|
|
2023
Q1 | $553K | Hold |
2,419
| – | – | 0.03% | 114 |
|
|
2022
Q4 | $419K | Hold |
2,419
| – | – | 0.03% | 120 |
|
|
2022
Q3 | $359K | Hold |
2,419
| – | – | 0.02% | 122 |
|
|
2022
Q2 | $548K | Hold |
2,419
| – | – | 0.03% | 110 |
|
|
2022
Q1 | $560K | Sell |
2,419
-425
| -15% | -$98.4K | 0.03% | 114 |
|
|
2021
Q4 | $736K | Sell |
2,844
-100
| -3% | -$25.9K | 0.04% | 111 |
|
|
2021
Q3 | $646K | Sell |
2,944
-100
| -3% | -$21.9K | 0.03% | 114 |
|
|
2021
Q2 | $908K | Hold |
3,044
| – | – | 0.05% | 96 |
|
|
2021
Q1 | $865K | Sell |
3,044
-100
| -3% | -$28.4K | 0.05% | 97 |
|
|
2020
Q4 | $816K | Sell |
3,144
-500
| -14% | -$130K | 0.05% | 94 |
|
|
2020
Q3 | $917K | Hold |
3,644
| – | – | 0.06% | 87 |
|
|
2020
Q2 | $511K | Sell |
3,644
-22,182
| -86% | -$3.11M | 0.04% | 100 |
|
|
2020
Q1 | $3.13M | Sell |
25,826
-320
| -1% | -$38.8K | 0.27% | 50 |
|
|
2019
Q4 | $3.95M | Buy |
26,146
+2,890
| +12% | +$437K | 0.26% | 52 |
|
|
2019
Q3 | $3.39M | Buy |
23,256
+745
| +3% | +$108K | 0.24% | 55 |
|
|
2019
Q2 | $3.7M | Sell |
22,511
-205
| -0.9% | -$33.7K | 0.27% | 54 |
|
|
2019
Q1 | $4.12M | Buy |
22,716
+2,567
| +13% | +$466K | 0.31% | 53 |
|
|
2018
Q4 | $3.25M | Buy |
20,149
+2,992
| +17% | +$483K | 0.28% | 54 |
|
|
2018
Q3 | $4.13M | Buy |
17,157
+1,995
| +13% | +$480K | 0.3% | 54 |
|
|
2018
Q2 | $3.44M | Sell |
15,162
-39
| -0.3% | -$8.86K | 0.27% | 51 |
|
|
2018
Q1 | $3.65M | Sell |
15,201
-1,161
| -7% | -$279K | 0.3% | 51 |
|
|
2017
Q4 | $4.08M | Sell |
16,362
-349
| -2% | -$87.1K | 0.34% | 50 |
|
|
2017
Q3 | $3.77M | Sell |
16,711
-844
| -5% | -$190K | 0.33% | 52 |
|
|
2017
Q2 | $3.82M | Sell |
17,555
-763
| -4% | -$166K | 0.34% | 48 |
|
|
2017
Q1 | $3.58M | Sell |
18,318
-5,300
| -22% | -$1.03M | 0.31% | 53 |
|
|
2016
Q4 | $4.4M | Sell |
23,618
-15,727
| -40% | -$2.93M | 0.4% | 46 |
|
|
2016
Q3 | $6.87M | Sell |
39,345
-47,225
| -55% | -$8.25M | 0.64% | 40 |
|
|
2016
Q2 | $13.1M | Buy |
86,570
+2,975
| +4% | +$452K | 1.29% | 30 |
|
|
2016
Q1 | $13.6M | Sell |
83,595
-175
| -0.2% | -$28.5K | 1.43% | 28 |
|
|
2015
Q4 | $12.5M | Sell |
83,770
-550
| -0.7% | -$81.9K | 1.31% | 28 |
|
|
2015
Q3 | $12.1M | Buy |
84,320
+1,675
| +2% | +$241K | 1.33% | 26 |
|
|
2015
Q2 | $14.1M | Buy |
82,645
+1,620
| +2% | +$276K | 1.45% | 26 |
|
|
2015
Q1 | $13.4M | Sell |
81,025
-4,075
| -5% | -$674K | 1.37% | 29 |
|
|
2014
Q4 | $14.8M | Sell |
85,100
-900
| -1% | -$156K | 1.49% | 28 |
|
|
2014
Q3 | $13.9M | Sell |
86,000
-250
| -0.3% | -$40.4K | 1.45% | 30 |
|
|
2014
Q2 | $13.1M | Buy |
86,250
+650
| +0.8% | +$98.4K | 1.37% | 30 |
|
|
2014
Q1 | $11.3M | Buy |
85,600
+14,890
| +21% | +$1.97M | 1.22% | 31 |
|
|
2013
Q4 | $10.2M | Sell |
70,710
-100
| -0.1% | -$14.4K | 1.09% | 30 |
|
|
2013
Q3 | $8.08M | Sell |
70,810
-600
| -0.8% | -$68.5K | 0.96% | 35 |
|
|
2013
Q2 | $7.04M | Buy |
+71,410
| New | +$7.04M | 0.88% | 33 |
|