FRG Family Wealth 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 | $1.49M | Sell |
6,535
-90
| -1% | -$20.5K | 0.26% | 59 |
|
|
2025
Q1 | $1.62M | Sell |
6,625
-1,230
| -16% | -$300K | 0.31% | 53 |
|
|
2024
Q4 | $2.21M | Hold |
7,855
| – | – | 0.4% | 45 |
|
|
2024
Q3 | $2.15M | Hold |
7,855
| – | – | 0.38% | 47 |
|
|
2024
Q2 | $2.24M | Hold |
7,855
| – | – | 0.43% | 45 |
|
|
2024
Q1 | $2.06M | Buy |
7,855
+1,230
| +19% | +$322K | 0.4% | 44 |
|
|
2023
Q4 | $1.68M | Hold |
6,625
| – | – | 0.34% | 51 |
|
|
2023
Q3 | $1.76M | Hold |
6,625
| – | – | 0.4% | 47 |
|
|
2023
Q2 | $1.64M | Hold |
6,625
| – | – | 0.36% | 51 |
|
|
2023
Q1 | $1.51M | Hold |
6,625
| – | – | 0.35% | 57 |
|
|
2022
Q4 | $1.15M | Sell |
6,625
-50
| -0.7% | -$8.66K | 0.27% | 68 |
|
|
2022
Q3 | $991K | Sell |
6,675
-310
| -4% | -$46K | 0.24% | 69 |
|
|
2022
Q2 | $1.58M | Hold |
6,985
| – | – | 0.37% | 51 |
|
|
2022
Q1 | $1.62M | Buy |
6,985
+450
| +7% | +$104K | 0.31% | 56 |
|
|
2021
Q4 | $1.69M | Hold |
6,535
| – | – | 0.32% | 54 |
|
|
2021
Q3 | $1.43M | Hold |
6,535
| – | – | 0.28% | 57 |
|
|
2021
Q2 | $1.95M | Buy |
6,535
+7
| +0.1% | +$2.09K | 0.37% | 52 |
|
|
2021
Q1 | $1.85M | Sell |
6,528
-87
| -1% | -$24.7K | 0.38% | 51 |
|
|
2020
Q4 | $1.72M | Hold |
6,615
| – | – | 0.37% | 52 |
|
|
2020
Q3 | $1.66M | Hold |
6,615
| – | – | 0.4% | 49 |
|
|
2020
Q2 | $928K | Hold |
6,615
| – | – | 0.24% | 68 |
|
|
2020
Q1 | $802K | Sell |
6,615
-915
| -12% | -$111K | 0.24% | 73 |
|
|
2019
Q4 | $1.14M | Sell |
7,530
-3,235
| -30% | -$489K | 0.28% | 67 |
|
|
2019
Q3 | $1.57M | Sell |
10,765
-645
| -6% | -$93.9K | 0.4% | 56 |
|
|
2019
Q2 | $1.87M | Buy |
11,410
+115
| +1% | +$18.9K | 0.49% | 52 |
|
|
2019
Q1 | $2.05M | Hold |
11,295
| – | – | 0.58% | 50 |
|
|
2018
Q4 | $1.82M | Sell |
11,295
-1,865
| -14% | -$301K | 0.6% | 48 |
|
|
2018
Q3 | $3.17M | Buy |
13,160
+320
| +2% | +$77.1K | 0.87% | 36 |
|
|
2018
Q2 | $2.92M | Buy |
12,840
+440
| +4% | +$99.9K | 0.87% | 36 |
|
|
2018
Q1 | $2.98M | Sell |
12,400
-31
| -0.2% | -$7.44K | 0.99% | 29 |
|
|
2017
Q4 | $3.1M | Hold |
12,431
| – | – | 1% | 36 |
|
|
2017
Q3 | $2.8M | Buy |
12,431
+510
| +4% | +$115K | 0.97% | 34 |
|
|
2017
Q2 | $2.59M | Buy |
11,921
+145
| +1% | +$31.5K | 0.95% | 36 |
|
|
2017
Q1 | $2.29M | Sell |
11,776
-165
| -1% | -$32K | 0.89% | 39 |
|
|
2016
Q4 | $2.22M | Buy |
11,941
+536
| +5% | +$99.8K | 0.93% | 38 |
|
|
2016
Q3 | $1.99M | Buy |
11,405
+140
| +1% | +$24.5K | 0.9% | 38 |
|
|
2016
Q2 | $1.71M | Buy |
11,265
+795
| +8% | +$121K | 0.77% | 46 |
|
|
2016
Q1 | $1.69M | Buy |
10,470
+95
| +0.9% | +$15.4K | 0.82% | 45 |
|
|
2015
Q4 | $1.55M | Buy |
+10,375
| New | +$1.55M | 0.75% | 48 |
|