Coastal Bridge 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 | $1.44M | Sell |
6,339
-4,108
| -39% | -$934K | 0.12% | 174 |
|
|
2025
Q1 | $2.55M | Buy |
+10,447
| New | +$2.55M | 0.63% | 42 |
|
|
2021
Q2 | – | Sell |
-917
| Closed | -$260K | – | 153 |
|
|
2021
Q1 | $260K | Hold |
917
| – | – | 0.05% | 119 |
|
|
2020
Q4 | $238K | Hold |
917
| – | – | 0.05% | 115 |
|
|
2020
Q3 | $231K | Buy |
+917
| New | +$231K | 0.07% | 101 |
|
|
2019
Q2 | – | Sell |
-1,167
| Closed | -$212K | – | 134 |
|
|
2019
Q1 | $212K | Buy |
+1,167
| New | +$212K | 0.07% | 111 |
|
|
2018
Q4 | – | Sell |
-1,662
| Closed | -$400K | – | 134 |
|
|
2018
Q3 | $400K | Hold |
1,662
| – | – | 0.15% | 80 |
|
|
2018
Q2 | $377K | Hold |
1,662
| – | – | 0.15% | 79 |
|
|
2018
Q1 | $399K | Buy |
1,662
+745
| +81% | +$179K | 0.14% | 81 |
|
|
2017
Q4 | $236K | Hold |
917
| – | – | 0.08% | 104 |
|
|
2017
Q3 | $207K | Buy |
+917
| New | +$207K | 0.07% | 110 |
|