Kovitz Investment Group Partners’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
78,488
+9,812
| +14% | +$2.23M | 0.08% | 215 |
|
|
2025
Q1 | $16.7M | Sell |
68,676
-1,631
| -2% | -$398K | 0.08% | 198 |
|
|
2024
Q4 | $19.8M | Buy |
70,307
+409
| +0.6% | +$115K | 0.1% | 172 |
|
|
2024
Q3 | $17.8M | Buy |
69,898
+1,056
| +2% | +$270K | 0.13% | 150 |
|
|
2024
Q2 | $20.6M | Buy |
68,842
+17,157
| +33% | +$5.15M | 0.18% | 96 |
|
|
2024
Q1 | $15M | Buy |
51,685
+5,961
| +13% | +$1.73M | 0.19% | 76 |
|
|
2023
Q4 | $11.6M | Sell |
45,724
-13,220
| -22% | -$3.34M | 0.19% | 55 |
|
|
2023
Q3 | $15.6M | Sell |
58,944
-2,434
| -4% | -$645K | 0.28% | 46 |
|
|
2023
Q2 | $15.2M | Sell |
61,378
-1,668
| -3% | -$413K | 0.22% | 50 |
|
|
2023
Q1 | $14.4M | Sell |
63,046
-8,846
| -12% | -$2.02M | 0.25% | 55 |
|
|
2022
Q4 | $12.5M | Buy |
71,892
+55
| +0.1% | +$9.53K | 0.25% | 54 |
|
|
2022
Q3 | $10.7M | Buy |
71,837
+9,902
| +16% | +$1.47M | 0.25% | 58 |
|
|
2022
Q2 | $14M | Buy |
61,935
+605
| +1% | +$137K | 0.31% | 49 |
|
|
2022
Q1 | $14.2M | Buy |
61,330
+21,455
| +54% | +$4.96M | 0.27% | 55 |
|
|
2021
Q4 | $10.4M | Sell |
39,875
-17,000
| -30% | -$4.41M | 0.24% | 63 |
|
|
2021
Q3 | $12.5M | Buy |
56,875
+13,574
| +31% | +$2.98M | 0.25% | 52 |
|
|
2021
Q2 | $12.9M | Buy |
43,301
+1,391
| +3% | +$415K | 0.25% | 54 |
|
|
2021
Q1 | $11.9M | Buy |
41,910
+2,035
| +5% | +$578K | 0.28% | 57 |
|
|
2020
Q4 | $10.4M | Sell |
39,875
-1,972
| -5% | -$512K | 0.25% | 62 |
|
|
2020
Q3 | $10.5M | Sell |
41,847
-5,979
| -13% | -$1.5M | 0.29% | 57 |
|
|
2020
Q2 | $6.71M | Sell |
47,826
-11,650
| -20% | -$1.63M | 0.21% | 79 |
|
|
2020
Q1 | $7.21M | Sell |
59,476
-248,072
| -81% | -$30.1M | 0.26% | 62 |
|
|
2019
Q4 | $46.5M | Sell |
307,548
-3,598
| -1% | -$544K | 1.35% | 26 |
|
|
2019
Q3 | $45.3M | Buy |
311,146
+17,748
| +6% | +$2.58M | 1.44% | 24 |
|
|
2019
Q2 | $48.2M | Buy |
293,398
+241,795
| +469% | +$39.7M | 1.52% | 25 |
|
|
2019
Q1 | $9.36M | Buy |
51,603
+14,585
| +39% | +$2.65M | 0.3% | 50 |
|
|
2018
Q4 | $5.97M | Buy |
37,018
+34,795
| +1,565% | +$5.61M | 0.24% | 65 |
|
|
2018
Q3 | $535K | Sell |
2,223
-185
| -8% | -$44.5K | 0.02% | 112 |
|
|
2018
Q2 | $547K | Sell |
2,408
-167
| -6% | -$37.9K | 0.03% | 111 |
|
|
2018
Q1 | $618K | Sell |
2,575
-250
| -9% | -$60K | 0.03% | 101 |
|
|
2017
Q4 | $705 | Hold |
2,825
| – | – | 0.03% | 101 |
|
|
2017
Q3 | $637K | Buy |
2,825
+115
| +4% | +$25.9K | 0.03% | 104 |
|
|
2017
Q2 | $589K | Buy |
2,710
+125
| +5% | +$27.2K | 0.03% | 106 |
|
|
2017
Q1 | $504K | Buy |
2,585
+50
| +2% | +$9.75K | 0.03% | 96 |
|
|
2016
Q4 | $472K | Sell |
2,535
-29
| -1% | -$5.4K | 0.03% | 89 |
|
|
2016
Q3 | $448K | Hold |
2,564
| – | – | 0.03% | 99 |
|
|
2016
Q2 | $389K | Sell |
2,564
-300
| -10% | -$45.5K | 0.03% | 107 |
|
|
2016
Q1 | $466K | Buy |
+2,864
| New | +$466K | 0.03% | 104 |
|