Heritage Trust’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
9,003
+4,463
| +98% | +$1.01M | 0.24% | 104 |
|
|
2025
Q1 | $1.11M | Sell |
4,540
-695
| -13% | -$169K | 0.13% | 147 |
|
|
2024
Q4 | $1.47M | Buy |
+5,235
| New | +$1.47M | 0.17% | 123 |
|
|
2024
Q2 | $1.48M | Sell |
4,948
-97
| -2% | -$29.1K | 0.2% | 119 |
|
|
2024
Q1 | $1.46M | Buy |
5,045
+106
| +2% | +$30.7K | 0.2% | 120 |
|
|
2023
Q4 | $1.25M | Buy |
4,939
+274
| +6% | +$69.3K | 0.18% | 128 |
|
|
2023
Q3 | $1.24M | Hold |
4,665
| – | – | 0.19% | 116 |
|
|
2023
Q2 | $1.16M | Buy |
4,665
+284
| +6% | +$70.4K | 0.17% | 125 |
|
|
2023
Q1 | $1M | Buy |
4,381
+185
| +4% | +$42.3K | 0.16% | 130 |
|
|
2022
Q4 | $727K | Sell |
4,196
-10
| -0.2% | -$1.73K | 0.12% | 152 |
|
|
2022
Q3 | $625K | Buy |
4,206
+640
| +18% | +$95.1K | 0.11% | 157 |
|
|
2022
Q2 | $808K | Buy |
3,566
+85
| +2% | +$19.3K | 0.13% | 143 |
|
|
2022
Q1 | $805K | Sell |
3,481
-3,063
| -47% | -$708K | 0.11% | 148 |
|
|
2021
Q4 | $1.69M | Buy |
6,544
+1,272
| +24% | +$329K | 0.22% | 107 |
|
|
2021
Q3 | $1.16M | Buy |
5,272
+109
| +2% | +$23.9K | 0.16% | 123 |
|
|
2021
Q2 | $1.54M | Buy |
5,163
+930
| +22% | +$277K | 0.22% | 106 |
|
|
2021
Q1 | $1.2M | Sell |
4,233
-111
| -3% | -$31.5K | 0.18% | 113 |
|
|
2020
Q4 | $1.13M | Buy |
4,344
+2,092
| +93% | +$543K | 0.18% | 112 |
|
|
2020
Q3 | $566K | Buy |
+2,252
| New | +$566K | 0.11% | 141 |
|
|
2019
Q1 | – | Sell |
-841
| Closed | -$136K | – | 256 |
|
|
2018
Q4 | $136K | Sell |
841
-29
| -3% | -$4.69K | 0.06% | 144 |
|
|
2018
Q3 | $209K | Buy |
870
+10
| +1% | +$2.4K | 0.08% | 125 |
|
|
2018
Q2 | $195K | Sell |
860
-2
| -0.2% | -$453 | 0.07% | 124 |
|
|
2018
Q1 | $207K | Sell |
862
-144
| -14% | -$34.6K | 0.08% | 117 |
|
|
2017
Q4 | $251K | Buy |
1,006
+24
| +2% | +$5.99K | 0.09% | 104 |
|
|
2017
Q3 | $222K | Sell |
982
-15
| -2% | -$3.39K | 0.08% | 107 |
|
|
2017
Q2 | $217K | Sell |
997
-1,003
| -50% | -$218K | 0.08% | 104 |
|
|
2017
Q1 | $390K | Buy |
+2,000
| New | +$390K | 0.15% | 85 |
|