Bragg Financial 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 | $267K | Sell |
1,175
-546
| -32% | -$124K | 0.01% | 315 |
|
2025
Q1 | $420K | Sell |
1,721
-22
| -1% | -$5.36K | 0.02% | 269 |
|
2024
Q4 | $490K | Buy |
1,743
+213
| +14% | +$59.9K | 0.02% | 260 |
|
2024
Q3 | $419K | Buy |
1,530
+90
| +6% | +$24.6K | 0.02% | 257 |
|
2024
Q2 | $432K | Buy |
1,440
+124
| +9% | +$37.2K | 0.02% | 253 |
|
2024
Q1 | $381K | Hold |
1,316
| – | – | 0.02% | 263 |
|
2023
Q4 | $333K | Sell |
1,316
-140
| -10% | -$35.4K | 0.02% | 268 |
|
2023
Q3 | $386K | Sell |
1,456
-50
| -3% | -$13.2K | 0.02% | 253 |
|
2023
Q2 | $373K | Hold |
1,506
| – | – | 0.02% | 265 |
|
2023
Q1 | $344K | Buy |
1,506
+53
| +4% | +$12.1K | 0.02% | 264 |
|
2022
Q4 | $252K | Sell |
1,453
-148
| -9% | -$25.6K | 0.02% | 287 |
|
2022
Q3 | $238K | Sell |
1,601
-283
| -15% | -$42.1K | 0.02% | 277 |
|
2022
Q2 | $427K | Buy |
1,884
+261
| +16% | +$59.2K | 0.03% | 235 |
|
2022
Q1 | $376K | Sell |
1,623
-14
| -0.9% | -$3.24K | 0.02% | 266 |
|
2021
Q4 | $359K | Hold |
1,637
| – | – | 0.02% | 257 |
|
2021
Q3 | $359K | Sell |
1,637
-15
| -0.9% | -$3.29K | 0.02% | 257 |
|
2021
Q2 | $493K | Hold |
1,652
| – | – | 0.03% | 225 |
|
2021
Q1 | $469K | Buy |
1,652
+106
| +7% | +$30.1K | 0.03% | 220 |
|
2020
Q4 | $401K | Buy |
1,546
+30
| +2% | +$7.78K | 0.04% | 218 |
|
2020
Q3 | $381K | Buy |
1,516
+40
| +3% | +$10.1K | 0.04% | 208 |
|
2020
Q2 | $207K | Buy |
+1,476
| New | +$207K | 0.02% | 263 |
|
2020
Q1 | – | Sell |
-1,487
| Closed | -$225K | – | 259 |
|
2019
Q4 | $225K | Sell |
1,487
-22
| -1% | -$3.33K | 0.03% | 254 |
|
2019
Q3 | $220K | Sell |
1,509
-245
| -14% | -$35.7K | 0.03% | 258 |
|
2019
Q2 | $288K | Hold |
1,754
| – | – | 0.04% | 237 |
|
2019
Q1 | $318K | Sell |
1,754
-63
| -3% | -$11.4K | 0.04% | 223 |
|
2018
Q4 | $293K | Buy |
1,817
+99
| +6% | +$16K | 0.04% | 219 |
|
2018
Q3 | $414K | Sell |
1,718
-65
| -4% | -$15.7K | 0.06% | 202 |
|
2018
Q2 | $405K | Sell |
1,783
-200
| -10% | -$45.4K | 0.06% | 202 |
|
2018
Q1 | $476K | Sell |
1,983
-85
| -4% | -$20.4K | 0.07% | 196 |
|
2017
Q4 | $516K | Hold |
2,068
| – | – | 0.07% | 192 |
|
2017
Q3 | $466K | Buy |
2,068
+180
| +10% | +$40.6K | 0.07% | 198 |
|
2017
Q2 | $410K | Sell |
1,888
-280
| -13% | -$60.8K | 0.06% | 212 |
|
2017
Q1 | $423K | Sell |
2,168
-271
| -11% | -$52.9K | 0.07% | 213 |
|
2016
Q4 | $454K | Buy |
2,439
+110
| +5% | +$20.5K | 0.07% | 207 |
|
2016
Q3 | $407K | Sell |
2,329
-100
| -4% | -$17.5K | 0.07% | 215 |
|
2016
Q2 | $369K | Sell |
2,429
-145
| -6% | -$22K | 0.07% | 219 |
|
2016
Q1 | $419K | Sell |
2,574
-153
| -6% | -$24.9K | 0.08% | 206 |
|
2015
Q4 | $406K | Sell |
2,727
-57
| -2% | -$8.49K | 0.09% | 196 |
|
2015
Q3 | $401K | Sell |
2,784
-10
| -0.4% | -$1.44K | 0.1% | 184 |
|
2015
Q2 | $476K | Hold |
2,794
| – | – | 0.11% | 185 |
|
2015
Q1 | $462K | Hold |
2,794
| – | – | 0.11% | 185 |
|
2014
Q4 | $485K | Sell |
2,794
-100
| -3% | -$17.4K | 0.12% | 179 |
|
2014
Q3 | $467K | Hold |
2,894
| – | – | 0.12% | 178 |
|
2014
Q2 | $438K | Sell |
2,894
-162
| -5% | -$24.5K | 0.11% | 188 |
|
2014
Q1 | $405K | Sell |
3,056
-309
| -9% | -$41K | 0.1% | 191 |
|
2013
Q4 | $484K | Hold |
3,365
| – | – | 0.12% | 180 |
|
2013
Q3 | $384K | Sell |
3,365
-39
| -1% | -$4.45K | 0.1% | 196 |
|
2013
Q2 | $336K | Buy |
+3,404
| New | +$336K | 0.09% | 192 |
|