J.W. Cole 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 | $1.26M | Buy |
5,526
+251
| +5% | +$57.1K | 0.03% | 592 |
|
2025
Q1 | $1.29M | Buy |
5,275
+3,770
| +250% | +$919K | 0.04% | 451 |
|
2024
Q4 | $423K | Sell |
1,505
-502
| -25% | -$141K | 0.02% | 662 |
|
2024
Q3 | $549K | Sell |
2,007
-917
| -31% | -$251K | 0.02% | 567 |
|
2024
Q2 | $877K | Sell |
2,924
-258
| -8% | -$77.4K | 0.04% | 380 |
|
2024
Q1 | $903K | Sell |
3,182
-20
| -0.6% | -$5.67K | 0.05% | 364 |
|
2023
Q4 | $810K | Buy |
3,202
+2,010
| +169% | +$508K | 0.05% | 335 |
|
2023
Q3 | $316K | Hold |
1,192
| – | – | 0.02% | 548 |
|
2023
Q2 | $295K | Sell |
1,192
-387
| -25% | -$95.9K | 0.02% | 584 |
|
2023
Q1 | $361K | Sell |
1,579
-213
| -12% | -$48.7K | 0.03% | 543 |
|
2022
Q4 | $310K | Sell |
1,792
-574
| -24% | -$99.5K | 0.02% | 549 |
|
2022
Q3 | $351K | Buy |
2,366
+101
| +4% | +$15K | 0.03% | 485 |
|
2022
Q2 | $513K | Buy |
2,265
+234
| +12% | +$53K | 0.04% | 403 |
|
2022
Q1 | $470K | Buy |
2,031
+165
| +9% | +$38.2K | 0.03% | 472 |
|
2021
Q4 | $482K | Sell |
1,866
-550
| -23% | -$142K | 0.03% | 476 |
|
2021
Q3 | $530K | Buy |
2,416
+736
| +44% | +$161K | 0.04% | 248 |
|
2021
Q2 | $501K | Buy |
1,680
+112
| +7% | +$33.4K | 0.04% | 432 |
|
2021
Q1 | $445K | Sell |
1,568
-252
| -14% | -$71.5K | 0.04% | 415 |
|
2020
Q4 | $473K | Sell |
1,820
-1,331
| -42% | -$346K | 0.05% | 358 |
|
2020
Q3 | $793K | Buy |
+3,151
| New | +$793K | 0.06% | 304 |
|
2020
Q1 | – | Sell |
-3,862
| Closed | -$584K | – | 230 |
|
2019
Q4 | $584K | Buy |
+3,862
| New | +$584K | 0.07% | 272 |
|