Modera Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Sell |
32,499
-3,081
| -9% | -$700K | 0.09% | 151 |
|
|
2025
Q1 | $8.67M | Sell |
35,580
-1,148
| -3% | -$280K | 0.12% | 134 |
|
|
2024
Q4 | $10.3M | Sell |
36,728
-348
| -0.9% | -$97.9K | 0.12% | 116 |
|
|
2024
Q3 | $10.1M | Sell |
37,076
-664
| -2% | -$182K | 0.13% | 115 |
|
|
2024
Q2 | $11.3M | Sell |
37,740
-1,072
| -3% | -$321K | 0.17% | 103 |
|
|
2024
Q1 | $11.2M | Sell |
38,812
-812
| -2% | -$235K | 0.17% | 102 |
|
|
2023
Q4 | $10M | Sell |
39,624
-1,808
| -4% | -$457K | 0.17% | 107 |
|
|
2023
Q3 | $11M | Buy |
41,432
+1,572
| +4% | +$416K | 0.21% | 97 |
|
|
2023
Q2 | $9.88M | Buy |
39,860
+38,743
| +3,468% | +$9.6M | 0.18% | 105 |
|
|
2023
Q1 | $255K | Buy |
+1,117
| New | +$255K | 0.01% | 305 |
|
|
2022
Q3 | – | Sell |
-972
| Closed | -$220K | – | 325 |
|
|
2022
Q2 | $220K | Buy |
+972
| New | +$220K | 0.01% | 304 |
|
|
2022
Q1 | – | Sell |
-2,541
| Closed | -$657K | – | 438 |
|
|
2021
Q4 | $657K | Buy |
+2,541
| New | +$657K | 0.03% | 226 |
|
|
2014
Q1 | – | Sell |
-2,300
| Closed | -$331K | – | 73 |
|
|
2013
Q4 | $331K | Buy |
+2,300
| New | +$331K | 0.13% | 62 |
|