Meristem Family Wealth’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $397K | Buy |
1,714
+637
| +59% | +$148K | 0.04% | 219 |
|
|
2021
Q4 | $279K | Buy |
1,077
+1
| +0.1% | +$259 | 0.02% | 310 |
|
|
2021
Q3 | $236K | Buy |
1,076
+330
| +44% | +$72.4K | 0.02% | 357 |
|
|
2021
Q2 | $223K | Sell |
746
-20
| -3% | -$5.98K | 0.04% | 295 |
|
|
2021
Q1 | $218K | Buy |
+766
| New | +$218K | 0.04% | 222 |
|
|
2020
Q4 | – | Sell |
-827
| Closed | -$208K | – | 233 |
|
|
2020
Q3 | $208K | Buy |
+827
| New | +$208K | 0.05% | 183 |
|
|
2018
Q1 | – | Sell |
-901
| Closed | -$225K | – | 134 |
|
|
2017
Q4 | $225K | Hold |
901
| – | – | 0.08% | 110 |
|
|
2017
Q3 | $203K | Buy |
+901
| New | +$203K | 0.08% | 110 |
|
|
2014
Q4 | – | Sell |
-1,335
| Closed | -$216K | – | 116 |
|
|
2014
Q3 | $216K | Sell |
1,335
-228
| -15% | -$36.9K | 0.09% | 104 |
|
|
2014
Q2 | $237K | Hold |
1,563
| – | – | 0.1% | 98 |
|
|
2014
Q1 | $207K | Hold |
1,563
| – | – | 0.09% | 103 |
|
|
2013
Q4 | $225K | Buy |
+1,563
| New | +$225K | 0.09% | 109 |
|