First Foundation Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-261
| Closed | -$78.3K | – | 386 |
|
|
2024
Q2 | $78.3K | Hold |
261
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $75.7K | Sell |
261
-137
| -34% | -$39.7K | ﹤0.01% | 391 |
|
|
2023
Q4 | $101K | Sell |
398
-1,001
| -72% | -$253K | ﹤0.01% | 381 |
|
|
2023
Q3 | $371K | Buy |
1,399
+21
| +2% | +$5.56K | 0.02% | 287 |
|
|
2023
Q2 | $342K | Buy |
1,378
+312
| +29% | +$77.3K | 0.01% | 292 |
|
|
2023
Q1 | $244K | Buy |
+1,066
| New | +$244K | 0.01% | 330 |
|
|
2021
Q3 | – | Sell |
-688
| Closed | -$205K | – | 449 |
|
|
2021
Q2 | $205K | Buy |
+688
| New | +$205K | 0.01% | 430 |
|
|
2018
Q4 | – | Sell |
-963
| Closed | -$232K | – | 386 |
|
|
2018
Q3 | $232K | Sell |
963
-91
| -9% | -$21.9K | 0.01% | 317 |
|
|
2018
Q2 | $239K | Buy |
1,054
+14
| +1% | +$3.18K | 0.01% | 294 |
|
|
2018
Q1 | $250K | Buy |
1,040
+63
| +6% | +$15.1K | 0.01% | 281 |
|
|
2017
Q4 | $244K | Buy |
+977
| New | +$244K | 0.01% | 293 |
|
|
2016
Q3 | – | Sell |
-3,896
| Closed | -$591K | – | 300 |
|
|
2016
Q2 | $591K | Sell |
3,896
-500
| -11% | -$75.8K | 0.04% | 176 |
|
|
2016
Q1 | $715K | Buy |
4,396
+480
| +12% | +$78.1K | 0.05% | 142 |
|
|
2015
Q4 | $583K | Buy |
+3,916
| New | +$583K | 0.04% | 168 |
|