Live Oak Private Wealth’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,159
| Closed | -$374K | – | 166 |
|
|
2022
Q4 | $374K | Sell |
2,159
-699
| -24% | -$121K | 0.08% | 123 |
|
|
2022
Q3 | $424K | Sell |
2,858
-13,950
| -83% | -$2.07M | 0.1% | 120 |
|
|
2022
Q2 | $3.81M | Buy |
16,808
+1,333
| +9% | +$302K | 0.8% | 52 |
|
|
2022
Q1 | $3.58M | Buy |
15,475
+608
| +4% | +$141K | 0.69% | 55 |
|
|
2021
Q4 | $3.85M | Sell |
14,867
-323
| -2% | -$83.5K | 0.72% | 53 |
|
|
2021
Q3 | $3.33M | Buy |
15,190
+472
| +3% | +$104K | 0.68% | 55 |
|
|
2021
Q2 | $4.39M | Sell |
14,718
-16,561
| -53% | -$4.94M | 0.97% | 45 |
|
|
2021
Q1 | $8.88M | Buy |
31,279
+142
| +0.5% | +$40.3K | 2.18% | 8 |
|
|
2020
Q4 | $8.08M | Sell |
31,137
-661
| -2% | -$172K | 2.27% | 8 |
|
|
2020
Q3 | $8M | Sell |
31,798
-2,217
| -7% | -$558K | 2.75% | 4 |
|
|
2020
Q2 | $4.77M | Buy |
34,015
+4,212
| +14% | +$591K | 1.73% | 16 |
|
|
2020
Q1 | $3.61M | Buy |
29,803
+6,968
| +31% | +$845K | 3.71% | 8 |
|
|
2019
Q4 | $3.45M | Buy |
+22,835
| New | +$3.45M | 3.36% | 11 |
|