CAPTRUST Financial Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Sell |
113,680
-1,975
| -2% | -$449K | 0.06% | 262 |
|
|
2025
Q1 | $28.2M | Buy |
115,655
+790
| +0.7% | +$193K | 0.07% | 229 |
|
|
2024
Q4 | $32.3M | Buy |
114,865
+8,061
| +8% | +$2.27M | 0.09% | 168 |
|
|
2024
Q3 | $29.2M | Sell |
106,804
-6,104
| -5% | -$1.67M | 0.09% | 174 |
|
|
2024
Q2 | $33.9M | Buy |
112,908
+406
| +0.4% | +$122K | 0.11% | 156 |
|
|
2024
Q1 | $32.6M | Sell |
112,502
-15,096
| -12% | -$4.37M | 0.12% | 153 |
|
|
2023
Q4 | $32.3M | Buy |
127,598
+1,514
| +1% | +$383K | 0.11% | 161 |
|
|
2023
Q3 | $33.4M | Buy |
126,084
+3,927
| +3% | +$1.04M | 0.13% | 145 |
|
|
2023
Q2 | $30.3M | Sell |
122,157
-802
| -0.7% | -$199K | 0.12% | 146 |
|
|
2023
Q1 | $28.1M | Sell |
122,959
-657
| -0.5% | -$150K | 0.12% | 151 |
|
|
2022
Q4 | $21.4M | Buy |
123,616
+3,748
| +3% | +$649K | 0.11% | 180 |
|
|
2022
Q3 | $17.8M | Buy |
119,868
+8,452
| +8% | +$1.25M | 0.1% | 183 |
|
|
2022
Q2 | $25.4M | Buy |
111,416
+7,347
| +7% | +$1.67M | 0.16% | 132 |
|
|
2022
Q1 | $24.2M | Buy |
104,069
+11,220
| +12% | +$2.6M | 0.16% | 143 |
|
|
2021
Q4 | $24M | Buy |
92,849
+8,421
| +10% | +$2.18M | 0.16% | 141 |
|
|
2021
Q3 | $18.6M | Buy |
84,428
+13,090
| +18% | +$2.88M | 0.15% | 153 |
|
|
2021
Q2 | $21.3M | Buy |
71,338
+15,695
| +28% | +$4.69M | 0.2% | 122 |
|
|
2021
Q1 | $15.8M | Buy |
55,643
+2,656
| +5% | +$756K | 0.17% | 135 |
|
|
2020
Q4 | $13.8M | Sell |
52,987
-4,527
| -8% | -$1.18M | 0.18% | 128 |
|
|
2020
Q3 | $14.6M | Buy |
57,514
+5,351
| +10% | +$1.36M | 0.24% | 108 |
|
|
2020
Q2 | $8.21M | Buy |
52,163
+6,411
| +14% | +$1.01M | 0.14% | 159 |
|
|
2020
Q1 | $5.19M | Sell |
45,752
-646
| -1% | -$73.3K | 0.11% | 189 |
|
|
2019
Q4 | $7.2M | Sell |
46,398
-4,910
| -10% | -$762K | 0.11% | 187 |
|
|
2019
Q3 | $7.5M | Buy |
51,308
+4,314
| +9% | +$631K | 0.26% | 83 |
|
|
2019
Q2 | $7.75M | Buy |
46,994
+11,630
| +33% | +$1.92M | 0.29% | 74 |
|
|
2019
Q1 | $6.44M | Buy |
35,364
+4,047
| +13% | +$737K | 0.26% | 77 |
|
|
2018
Q4 | $5.08M | Sell |
31,317
-717
| -2% | -$116K | 0.27% | 80 |
|
|
2018
Q3 | $7.73M | Buy |
32,034
+20,990
| +190% | +$5.07M | 0.35% | 60 |
|
|
2018
Q2 | $2.52M | Buy |
11,044
+1,123
| +11% | +$256K | 0.14% | 100 |
|
|
2018
Q1 | $2.37M | Buy |
9,921
+1,045
| +12% | +$249K | 0.15% | 101 |
|
|
2017
Q4 | $2.22M | Buy |
8,876
+8,777
| +8,866% | +$2.19M | 0.13% | 107 |
|
|
2017
Q3 | $24K | Buy |
+99
| New | +$24K | ﹤0.01% | 341 |
|