Gladstone Institutional Advisory’s FedEx FDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Sell
3,082
-66
-2% -$15K 0.03% 412
2025
Q1
$767K Sell
3,148
-138
-4% -$33.6K 0.04% 379
2024
Q4
$924K Sell
3,286
-141
-4% -$39.7K 0.04% 339
2024
Q3
$938K Sell
3,427
-71
-2% -$19.4K 0.05% 331
2024
Q2
$1.05M Sell
3,498
-11
-0.3% -$3.3K 0.05% 300
2024
Q1
$1.02M Sell
3,509
-116
-3% -$33.6K 0.06% 290
2023
Q4
$917K Buy
3,625
+1,075
+42% +$272K 0.05% 303
2023
Q3
$676K Buy
2,550
+354
+16% +$93.8K 0.04% 339
2023
Q2
$544K Sell
2,196
-110
-5% -$27.3K 0.03% 388
2023
Q1
$527K Buy
2,306
+423
+22% +$96.6K 0.03% 390
2022
Q4
$326K Buy
1,883
+132
+8% +$22.9K 0.02% 484
2022
Q3
$260K Buy
1,751
+188
+12% +$27.9K 0.02% 529
2022
Q2
$354K Buy
1,563
+88
+6% +$19.9K 0.03% 473
2022
Q1
$341K Buy
1,475
+209
+17% +$48.3K 0.02% 518
2021
Q4
$327K Buy
+1,266
New +$327K 0.03% 456
2021
Q1
Sell
-1,490
Closed -$387K 426
2020
Q4
$387K Buy
1,490
+241
+19% +$62.6K 0.08% 196
2020
Q3
$314K Buy
+1,249
New +$314K 0.08% 201