Eagle Ridge Investment Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,005
| Closed | -$291K | – | 141 |
|
|
2024
Q1 | $291K | Hold |
1,005
| – | – | 0.03% | 127 |
|
|
2023
Q4 | $254K | Hold |
1,005
| – | – | 0.02% | 131 |
|
|
2023
Q3 | $266K | Hold |
1,005
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $249K | Hold |
1,005
| – | – | 0.03% | 138 |
|
|
2023
Q1 | $230K | Buy |
+1,005
| New | +$230K | 0.03% | 144 |
|
|
2016
Q2 | – | Sell |
-34,730
| Closed | -$5.65M | – | 129 |
|
|
2016
Q1 | $5.65M | Buy |
34,730
+1,396
| +4% | +$227K | 1.32% | 31 |
|
|
2015
Q4 | $4.97M | Buy |
33,334
+1,151
| +4% | +$171K | 1.19% | 36 |
|
|
2015
Q3 | $4.63M | Buy |
+32,183
| New | +$4.63M | 1.19% | 39 |
|