M Holdings Securities’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 |
-1,202
| Closed | -$360K | – | 179 |
|
2024
Q2 | $360K | Buy |
+1,202
| New | +$360K | 0.05% | 211 |
|
2023
Q2 | – | Sell |
-1,181
| Closed | -$270K | – | 242 |
|
2023
Q1 | $270K | Sell |
1,181
-43
| -4% | -$9.83K | 0.03% | 265 |
|
2022
Q4 | $212K | Sell |
1,224
-178
| -13% | -$30.8K | 0.02% | 409 |
|
2022
Q3 | $208K | Sell |
1,402
-31
| -2% | -$4.6K | 0.02% | 397 |
|
2022
Q2 | $325K | Sell |
1,433
-423
| -23% | -$95.9K | 0.03% | 322 |
|
2022
Q1 | $429K | Buy |
+1,856
| New | +$429K | 0.03% | 324 |
|
2021
Q2 | – | Sell |
-2,771
| Closed | -$787K | – | 316 |
|
2021
Q1 | $787K | Buy |
+2,771
| New | +$787K | 0.07% | 218 |
|
2019
Q2 | – | Sell |
-1,718
| Closed | -$312K | – | 223 |
|
2019
Q1 | $312K | Sell |
1,718
-2
| -0.1% | -$363 | 0.07% | 269 |
|
2018
Q4 | $277K | Buy |
1,720
+213
| +14% | +$34.3K | 0.09% | 256 |
|
2018
Q3 | $363K | Buy |
1,507
+613
| +69% | +$148K | 0.1% | 242 |
|
2018
Q2 | $203K | Buy |
894
+21
| +2% | +$4.77K | 0.06% | 329 |
|
2018
Q1 | $210K | Sell |
873
-146
| -14% | -$35.1K | 0.06% | 299 |
|
2017
Q4 | $254K | Sell |
1,019
-39
| -4% | -$9.72K | 0.08% | 266 |
|
2017
Q3 | $239K | Buy |
1,058
+17
| +2% | +$3.84K | 0.08% | 274 |
|
2017
Q2 | $226K | Buy |
+1,041
| New | +$226K | 0.08% | 267 |
|
2014
Q4 | – | Sell |
-250
| Closed | -$33K | – | 259 |
|
2014
Q3 | $33K | Buy |
+250
| New | +$33K | 0.02% | 437 |
|