IAA
Independent Advisor Alliance’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
8,490
-284
| -3% | -$64.6K | 0.06% | 286 |
|
|
2025
Q1 | $2.14M | Buy |
8,774
+1,410
| +19% | +$344K | 0.07% | 244 |
|
|
2024
Q4 | $2.07M | Sell |
7,364
-800
| -10% | -$225K | 0.03% | 501 |
|
|
2024
Q3 | $2.23M | Buy |
8,164
+190
| +2% | +$52K | 0.08% | 206 |
|
|
2024
Q2 | $2.39M | Sell |
7,974
-142
| -2% | -$42.6K | 0.08% | 200 |
|
|
2024
Q1 | $2.35M | Sell |
8,116
-5,735
| -41% | -$1.66M | 0.08% | 197 |
|
|
2023
Q4 | $3.5M | Buy |
13,851
+423
| +3% | +$107K | 0.13% | 134 |
|
|
2023
Q3 | $3.56M | Buy |
13,428
+5,300
| +65% | +$1.4M | 0.16% | 124 |
|
|
2023
Q2 | $2.01M | Buy |
8,128
+401
| +5% | +$99.4K | 0.09% | 190 |
|
|
2023
Q1 | $1.77M | Buy |
+7,727
| New | +$1.77M | 0.09% | 209 |
|
|
2022
Q4 | – | Sell |
-8,242
| Closed | -$1.22M | – | 496 |
|
|
2022
Q3 | $1.22M | Sell |
8,242
-2,265
| -22% | -$336K | 0.07% | 231 |
|
|
2022
Q2 | $2.38M | Sell |
10,507
-2,719
| -21% | -$616K | 0.13% | 142 |
|
|
2022
Q1 | $3.06M | Buy |
13,226
+7,096
| +116% | +$1.64M | 0.15% | 126 |
|
|
2021
Q4 | $1.59M | Buy |
6,130
+452
| +8% | +$117K | 0.08% | 197 |
|
|
2021
Q3 | $1.25M | Buy |
5,678
+990
| +21% | +$217K | 0.07% | 229 |
|
|
2021
Q2 | $1.4M | Sell |
4,688
-337
| -7% | -$100K | 0.08% | 212 |
|
|
2021
Q1 | $1.43M | Sell |
5,025
-15,156
| -75% | -$4.3M | 0.08% | 193 |
|
|
2020
Q4 | $5.24M | Buy |
20,181
+15,027
| +292% | +$3.9M | 0.36% | 72 |
|
|
2020
Q3 | $1.3M | Buy |
5,154
+630
| +14% | +$158K | 0.1% | 154 |
|
|
2020
Q2 | $634K | Sell |
4,524
-1,034
| -19% | -$145K | 0.07% | 222 |
|
|
2020
Q1 | $674K | Sell |
5,558
-1,663
| -23% | -$202K | 0.1% | 174 |
|
|
2019
Q4 | $1.09M | Sell |
7,221
-847
| -10% | -$128K | 0.05% | 344 |
|
|
2019
Q3 | $1.17M | Buy |
8,068
+1,257
| +18% | +$183K | 0.14% | 137 |
|
|
2019
Q2 | $1.12M | Sell |
6,811
-2,361
| -26% | -$388K | 0.16% | 130 |
|
|
2019
Q1 | $1.66M | Buy |
9,172
+4,347
| +90% | +$789K | 0.23% | 95 |
|
|
2018
Q4 | $778K | Sell |
4,825
-10,716
| -69% | -$1.73M | 0.14% | 148 |
|
|
2018
Q3 | $2.72M | Buy |
15,541
+1,086
| +8% | +$190K | 0.49% | 40 |
|
|
2018
Q2 | $2.41M | Buy |
14,455
+4,590
| +47% | +$764K | 0.5% | 46 |
|
|
2018
Q1 | $2.35M | Buy |
9,865
+2,764
| +39% | +$659K | 0.52% | 43 |
|
|
2017
Q4 | $1.91M | Buy |
7,101
+1,031
| +17% | +$277K | 0.43% | 61 |
|
|
2017
Q3 | $1.34M | Buy |
6,070
+32
| +0.5% | +$7.06K | 0.37% | 74 |
|
|
2017
Q2 | $1.32M | Buy |
6,038
+806
| +15% | +$176K | 0.42% | 76 |
|
|
2017
Q1 | $1.03M | Buy |
5,232
+1,434
| +38% | +$281K | 0.16% | 160 |
|
|
2016
Q4 | $705K | Buy |
+3,798
| New | +$705K | 0.3% | 91 |
|