MGIA
Moneta Group Investment Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
3,164
+218
| +7% | +$49.5K | 0.01% | 360 |
|
|
2025
Q1 | $718K | Sell |
2,946
-261
| -8% | -$63.6K | 0.01% | 339 |
|
|
2024
Q4 | $902K | Buy |
3,207
+336
| +12% | +$94.5K | 0.01% | 298 |
|
|
2024
Q3 | $786K | Buy |
2,871
+454
| +19% | +$124K | 0.01% | 314 |
|
|
2024
Q2 | $725K | Buy |
2,417
+60
| +3% | +$18K | 0.01% | 320 |
|
|
2024
Q1 | $683K | Buy |
2,357
+395
| +20% | +$114K | 0.01% | 322 |
|
|
2023
Q4 | $496K | Buy |
1,962
+334
| +21% | +$84.5K | 0.01% | 342 |
|
|
2023
Q3 | $431K | Sell |
1,628
-958
| -37% | -$254K | 0.01% | 348 |
|
|
2023
Q2 | $641K | Buy |
2,586
+650
| +34% | +$161K | 0.01% | 282 |
|
|
2023
Q1 | $442K | Buy |
+1,936
| New | +$442K | 0.01% | 339 |
|
|
2022
Q3 | – | Sell |
-1,182
| Closed | -$268K | – | 445 |
|
|
2022
Q2 | $268K | Buy |
1,182
+140
| +13% | +$31.7K | 0.01% | 397 |
|
|
2022
Q1 | $241K | Buy |
1,042
+56
| +6% | +$13K | 0.01% | 392 |
|
|
2021
Q4 | $255K | Sell |
986
-58
| -6% | -$15K | 0.01% | 416 |
|
|
2021
Q3 | $229K | Buy |
1,044
+65
| +7% | +$14.3K | 0.01% | 411 |
|
|
2021
Q2 | $292K | Sell |
979
-310
| -24% | -$92.5K | 0.01% | 372 |
|
|
2021
Q1 | $366K | Buy |
1,289
+442
| +52% | +$126K | 0.02% | 298 |
|
|
2020
Q4 | $220K | Buy |
+847
| New | +$220K | 0.02% | 292 |
|
|
2018
Q4 | – | Sell |
-574
| Closed | -$138K | – | 223 |
|
|
2018
Q3 | $138K | Buy |
574
+74
| +15% | +$17.8K | 0.01% | 223 |
|
|
2018
Q2 | $114K | Buy |
500
+51
| +11% | +$11.6K | 0.01% | 274 |
|
|
2018
Q1 | $108K | Buy |
449
+446
| +14,867% | +$107K | 0.01% | 235 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 410 |
|