Elite Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,261
| Closed | -$319K | – | 49 |
|
|
2023
Q4 | $319K | Buy |
1,261
+119
| +10% | +$30.1K | 0.02% | 34 |
|
|
2023
Q3 | $303K | Sell |
1,142
-10
| -0.9% | -$2.65K | 0.02% | 40 |
|
|
2023
Q2 | $286K | Sell |
1,152
-49
| -4% | -$12.1K | 0.02% | 41 |
|
|
2023
Q1 | $274K | Buy |
1,201
+3
| +0.3% | +$685 | 0.02% | 48 |
|
|
2022
Q4 | $207K | Buy |
+1,198
| New | +$207K | 0.02% | 51 |
|
|
2022
Q3 | – | Sell |
-1,172
| Closed | -$266K | – | 49 |
|
|
2022
Q2 | $266K | Hold |
1,172
| – | – | 0.04% | 44 |
|
|
2022
Q1 | $271K | Hold |
1,172
| – | – | 0.04% | 48 |
|
|
2021
Q4 | $303K | Sell |
1,172
-32
| -3% | -$8.27K | 0.04% | 47 |
|
|
2021
Q3 | $264K | Buy |
1,204
+150
| +14% | +$32.9K | 0.05% | 57 |
|
|
2021
Q2 | $314 | Hold |
1,054
| – | – | 0.03% | 48 |
|
|
2021
Q1 | $299 | Buy |
1,054
+2
| +0.2% | +$1 | 0.04% | 43 |
|
|
2020
Q4 | $273K | Buy |
+1,052
| New | +$273K | 0.04% | 43 |
|
|
2019
Q1 | – | Sell |
-3,191
| Closed | -$515K | – | 38 |
|
|
2018
Q4 | $515K | Buy |
3,191
+61
| +2% | +$9.85K | 0.5% | 35 |
|
|
2018
Q3 | $754K | Buy |
3,130
+15
| +0.5% | +$3.61K | 0.16% | 33 |
|
|
2018
Q2 | $707K | Buy |
3,115
+140
| +5% | +$31.8K | 0.25% | 34 |
|
|
2018
Q1 | $714K | Buy |
2,975
+223
| +8% | +$53.5K | 0.59% | 36 |
|
|
2017
Q4 | $687K | Buy |
+2,752
| New | +$687K | 0.58% | 38 |
|
|
2015
Q4 | – | Sell |
-5,016
| Closed | -$722K | – | 50 |
|
|
2015
Q3 | $722K | Sell |
5,016
-4,998
| -50% | -$719K | 1.14% | 36 |
|
|
2015
Q2 | $1.71M | Buy |
10,014
+2,457
| +33% | +$419K | 1.77% | 13 |
|
|
2015
Q1 | $1.25M | Buy |
7,557
+3,627
| +92% | +$600K | 1.11% | 34 |
|
|
2014
Q4 | $682K | Buy |
+3,930
| New | +$682K | 0.65% | 38 |
|
|
2014
Q1 | – | Sell |
-132
| Closed | -$19K | – | 427 |
|
|
2013
Q4 | $19K | Buy |
132
+32
| +32% | +$4.61K | 0.01% | 273 |
|
|
2013
Q3 | $11K | Sell |
100
-1,408
| -93% | -$155K | 0.01% | 292 |
|
|
2013
Q2 | $149K | Buy |
+1,508
| New | +$149K | 0.22% | 51 |
|