Herold 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 | $241K | Hold |
1,060
| – | – | 0.05% | 268 |
|
|
2025
Q1 | $258K | Sell |
1,060
-100
| -9% | -$24.4K | 0.06% | 243 |
|
|
2024
Q4 | $326K | Hold |
1,160
| – | – | 0.07% | 213 |
|
|
2024
Q3 | $317K | Hold |
1,160
| – | – | 0.07% | 217 |
|
|
2024
Q2 | $348K | Hold |
1,160
| – | – | 0.08% | 209 |
|
|
2024
Q1 | $336K | Sell |
1,160
-1,600
| -58% | -$464K | 0.08% | 209 |
|
|
2023
Q4 | $698K | Sell |
2,760
-150
| -5% | -$37.9K | 0.19% | 131 |
|
|
2023
Q3 | $771K | Buy |
2,910
+600
| +26% | +$159K | 0.23% | 122 |
|
|
2023
Q2 | $573K | Hold |
2,310
| – | – | 0.18% | 141 |
|
|
2023
Q1 | $528K | Buy |
2,310
+359
| +18% | +$82K | 0.18% | 134 |
|
|
2022
Q4 | $338K | Buy |
+1,951
| New | +$338K | 0.14% | 145 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$162K | – | 337 |
|
|
2022
Q1 | $162K | Buy |
+700
| New | +$162K | 0.06% | 224 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$109K | – | 335 |
|
|
2021
Q3 | $109K | Buy |
+500
| New | +$109K | 0.04% | 268 |
|