JFS 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 | $464K | Sell |
2,043
-14
| -0.7% | -$3.18K | 0.03% | 211 |
|
|
2025
Q1 | $501K | Sell |
2,057
-2
| -0.1% | -$488 | 0.03% | 199 |
|
|
2024
Q4 | $579K | Buy |
2,059
+11
| +0.5% | +$3.1K | 0.04% | 179 |
|
|
2024
Q3 | $560K | Buy |
2,048
+1,955
| +2,102% | +$535K | 0.04% | 187 |
|
|
2024
Q2 | $27.9K | Sell |
93
-41
| -31% | -$12.3K | ﹤0.01% | 526 |
|
|
2024
Q1 | $38.8K | Buy |
134
+41
| +44% | +$11.9K | ﹤0.01% | 485 |
|
|
2023
Q4 | $23.5K | Sell |
93
-4
| -4% | -$1.01K | ﹤0.01% | 551 |
|
|
2023
Q3 | $25.7K | Buy |
97
+4
| +4% | +$1.06K | ﹤0.01% | 492 |
|
|
2023
Q2 | $23.1K | Buy |
93
+1
| +1% | +$248 | ﹤0.01% | 511 |
|
|
2023
Q1 | $21K | Buy |
92
+20
| +28% | +$4.57K | ﹤0.01% | 529 |
|
|
2022
Q4 | $12.5K | Sell |
72
-28
| -28% | -$4.85K | ﹤0.01% | 635 |
|
|
2022
Q3 | $15K | Sell |
100
-109
| -52% | -$16.4K | ﹤0.01% | 628 |
|
|
2022
Q2 | $47K | Sell |
209
-11
| -5% | -$2.47K | 0.01% | 403 |
|
|
2022
Q1 | $51K | Buy |
220
+71
| +48% | +$16.5K | ﹤0.01% | 423 |
|
|
2021
Q4 | $39K | Buy |
149
+20
| +16% | +$5.24K | ﹤0.01% | 460 |
|
|
2021
Q3 | $28K | Buy |
129
+25
| +24% | +$5.43K | ﹤0.01% | 491 |
|
|
2021
Q2 | $31K | Sell |
104
-15
| -13% | -$4.47K | ﹤0.01% | 322 |
|
|
2021
Q1 | $34K | Buy |
119
+15
| +14% | +$4.29K | 0.01% | 287 |
|
|
2020
Q4 | $27K | Sell |
104
-56
| -35% | -$14.5K | 0.01% | 297 |
|
|
2020
Q3 | $40K | Sell |
160
-4
| -2% | -$1K | 0.01% | 255 |
|
|
2020
Q2 | $23K | Hold |
164
| – | – | 0.01% | 291 |
|
|
2020
Q1 | $20K | Buy |
164
+44
| +37% | +$5.37K | 0.01% | 273 |
|
|
2019
Q4 | $18K | Buy |
+120
| New | +$18K | ﹤0.01% | 318 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$11K | – | 486 |
|
|
2018
Q3 | $11K | Buy |
+45
| New | +$11K | ﹤0.01% | 396 |
|
|
2016
Q2 | – | Sell |
-4
| Closed | -$1K | – | 540 |
|
|
2016
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 570 |
|