Fortis 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 | – | Sell |
-1,050
| Closed | -$256K | – | 121 |
|
|
2025
Q1 | $256K | Sell |
1,050
-458
| -30% | -$112K | 0.17% | 95 |
|
|
2024
Q4 | $424K | Buy |
1,508
+8
| +0.5% | +$2.25K | 0.28% | 68 |
|
|
2024
Q3 | $411K | Sell |
1,500
-7
| -0.5% | -$1.92K | 0.27% | 65 |
|
|
2024
Q2 | $452K | Hold |
1,507
| – | – | 0.32% | 51 |
|
|
2024
Q1 | $437K | Buy |
1,507
+7
| +0.5% | +$2.03K | 0.29% | 55 |
|
|
2023
Q4 | $379K | Hold |
1,500
| – | – | 0.27% | 60 |
|
|
2023
Q3 | $397K | Sell |
1,500
-150
| -9% | -$39.7K | 0.3% | 52 |
|
|
2023
Q2 | $409K | Sell |
1,650
-632
| -28% | -$157K | 0.29% | 50 |
|
|
2023
Q1 | $521K | Hold |
2,282
| – | – | 0.34% | 41 |
|
|
2022
Q4 | $395K | Hold |
2,282
| – | – | 0.3% | 49 |
|
|
2022
Q3 | $339K | Buy |
2,282
+25
| +1% | +$3.71K | 0.24% | 61 |
|
|
2022
Q2 | $512K | Buy |
2,257
+975
| +76% | +$221K | 0.34% | 42 |
|
|
2022
Q1 | $297K | Hold |
1,282
| – | – | 0.16% | 81 |
|
|
2021
Q4 | $332K | Buy |
1,282
+275
| +27% | +$71.2K | 0.19% | 78 |
|
|
2021
Q3 | $221K | Hold |
1,007
| – | – | 0.14% | 86 |
|
|
2021
Q2 | $300K | Buy |
+1,007
| New | +$300K | 0.17% | 79 |
|
|
2020
Q2 | – | Sell |
-65
| Closed | -$8K | – | 226 |
|
|
2020
Q1 | $8K | Sell |
65
-40
| -38% | -$4.92K | 0.01% | 272 |
|
|
2019
Q4 | $16K | Buy |
105
+65
| +163% | +$9.91K | 0.01% | 250 |
|
|
2019
Q3 | $6K | Sell |
40
-370
| -90% | -$55.5K | ﹤0.01% | 284 |
|
|
2019
Q2 | $67K | Hold |
410
| – | – | 0.03% | 207 |
|
|
2019
Q1 | $74K | Sell |
410
-7,611
| -95% | -$1.37M | 0.04% | 194 |
|
|
2018
Q4 | $1.29M | Buy |
8,021
+7,561
| +1,644% | +$1.22M | 0.78% | 19 |
|
|
2018
Q3 | $111K | Sell |
460
-43
| -9% | -$10.4K | 0.06% | 141 |
|
|
2018
Q2 | $115K | Buy |
503
+370
| +278% | +$84.6K | 0.07% | 141 |
|
|
2018
Q1 | $33K | Hold |
133
| – | – | 0.02% | 190 |
|
|
2017
Q4 | $266K | Buy |
133
+3
| +2% | +$6K | 0.16% | 55 |
|
|
2017
Q3 | $29K | Buy |
130
+50
| +63% | +$11.2K | 0.02% | 185 |
|
|
2017
Q2 | $18K | Hold |
80
| – | – | 0.01% | 79 |
|
|
2017
Q1 | $16K | Buy |
+80
| New | +$16K | 0.01% | 71 |
|