Klingman & Associates’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-871
| Closed | -$261K | – | 268 |
|
|
2024
Q2 | $261K | Buy |
+871
| New | +$261K | 0.02% | 207 |
|
|
2016
Q4 | – | Sell |
-637
| Closed | -$111K | – | 175 |
|
|
2016
Q3 | $111K | Hold |
637
| – | – | 0.03% | 129 |
|
|
2016
Q2 | $97K | Hold |
637
| – | – | 0.03% | 143 |
|
|
2016
Q1 | $104K | Hold |
637
| – | – | 0.04% | 135 |
|
|
2015
Q4 | $95K | Hold |
637
| – | – | 0.04% | 165 |
|
|
2015
Q3 | $91K | Buy |
637
+200
| +46% | +$28.6K | 0.04% | 165 |
|
|
2015
Q2 | $74K | Hold |
437
| – | – | 0.03% | 159 |
|
|
2015
Q1 | $72K | Hold |
437
| – | – | 0.03% | 154 |
|
|
2014
Q4 | $75K | Buy |
+437
| New | +$75K | 0.03% | 148 |
|