Kapstone Financial 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 | $264K | Hold |
1,161
| – | – | 0.13% | 89 |
|
|
2025
Q1 | $283K | Hold |
1,161
| – | – | 0.16% | 79 |
|
|
2024
Q4 | $319K | Hold |
1,161
| – | – | 0.17% | 74 |
|
|
2024
Q3 | $311K | Sell |
1,161
-27
| -2% | -$7.22K | 0.19% | 77 |
|
|
2024
Q2 | $356K | Hold |
1,188
| – | – | 0.23% | 71 |
|
|
2024
Q1 | $344K | Sell |
1,188
-38
| -3% | -$11K | 0.23% | 76 |
|
|
2023
Q4 | $310K | Hold |
1,226
| – | – | 0.24% | 72 |
|
|
2023
Q3 | $325K | Sell |
1,226
-420
| -26% | -$111K | 0.29% | 66 |
|
|
2023
Q2 | $441K | Sell |
1,646
-118
| -7% | -$31.6K | 0.37% | 56 |
|
|
2023
Q1 | $408K | Sell |
1,764
-117
| -6% | -$27K | 0.37% | 60 |
|
|
2022
Q4 | $403K | Buy |
+1,881
| New | +$403K | 0.37% | 60 |
|