Heritage 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 | $6.14K | Sell |
27
-153
| -85% | -$34.8K | ﹤0.01% | 453 |
|
|
2025
Q1 | $43.9K | Hold |
180
| – | – | ﹤0.01% | 310 |
|
|
2024
Q4 | $50.6K | Sell |
180
-200
| -53% | -$56.3K | ﹤0.01% | 306 |
|
|
2024
Q3 | $104K | Buy |
+380
| New | +$104K | ﹤0.01% | 261 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$4K | – | 563 |
|
|
2022
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $5K | Hold |
18
| – | – | ﹤0.01% | 483 |
|
|
2021
Q3 | $3.95K | Sell |
18
-6
| -25% | -$1.32K | ﹤0.01% | 483 |
|
|
2021
Q2 | $7.16K | Hold |
24
| – | – | ﹤0.01% | 464 |
|
|
2021
Q1 | $6.82K | Buy |
+24
| New | +$6.82K | ﹤0.01% | 479 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$1.81K | – | 462 |
|
|
2019
Q1 | $1.81K | Hold |
10
| – | – | ﹤0.01% | 413 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 372 |
|
|
2018
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 353 |
|