MLL
Moody Lynn & Lieberson’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,392
| Closed | -$3.02M | – | 235 |
|
|
2023
Q3 | $3.02M | Buy |
+11,392
| New | +$3.02M | 0.26% | 66 |
|
|
2021
Q3 | – | Sell |
-10,295
| Closed | -$3.07M | – | 229 |
|
|
2021
Q2 | $3.07M | Buy |
10,295
+7,235
| +236% | +$2.16M | 0.23% | 79 |
|
|
2021
Q1 | $869K | Buy |
+3,060
| New | +$869K | 0.07% | 119 |
|
|
2020
Q4 | – | Sell |
-11,920
| Closed | -$3M | – | 210 |
|
|
2020
Q3 | $3M | Buy |
+11,920
| New | +$3M | 0.3% | 70 |
|
|
2018
Q4 | – | Sell |
-35,930
| Closed | -$8.65M | – | 200 |
|
|
2018
Q3 | $8.65M | Sell |
35,930
-22,766
| -39% | -$5.48M | 0.92% | 38 |
|
|
2018
Q2 | $13.3M | Buy |
58,696
+2,145
| +4% | +$487K | 1.57% | 21 |
|
|
2018
Q1 | $13.6M | Buy |
56,551
+19,945
| +54% | +$4.79M | 1.64% | 21 |
|
|
2017
Q4 | $9.57M | Buy |
36,606
+1,079
| +3% | +$282K | 1.02% | 37 |
|
|
2017
Q3 | $8.01M | Sell |
35,527
-18,097
| -34% | -$4.08M | 0.97% | 36 |
|
|
2017
Q2 | $11.7M | Buy |
53,624
+17,822
| +50% | +$3.87M | 1.53% | 23 |
|
|
2017
Q1 | $6.99M | Sell |
35,802
-35,644
| -50% | -$6.96M | 0.98% | 41 |
|
|
2016
Q4 | $13.3M | Buy |
71,446
+39,191
| +122% | +$7.3M | 1.91% | 12 |
|
|
2016
Q3 | $5.63M | Buy |
32,255
+11,532
| +56% | +$2.01M | 0.94% | 40 |
|
|
2016
Q2 | $3.15M | Buy |
+20,723
| New | +$3.15M | 0.56% | 50 |
|
|
2015
Q1 | – | Sell |
-25,925
| Closed | -$4.5M | – | 193 |
|
|
2014
Q4 | $4.5M | Buy |
+25,925
| New | +$4.5M | 0.64% | 56 |
|
|
2014
Q3 | – | Sell |
-23,570
| Closed | -$3.57M | – | 198 |
|
|
2014
Q2 | $3.57M | Buy |
+23,570
| New | +$3.57M | 0.49% | 71 |
|
|
2013
Q3 | – | Sell |
-68,280
| Closed | -$6.73M | – | 185 |
|
|
2013
Q2 | $6.73M | Buy |
+68,280
| New | +$6.73M | 1.18% | 30 |
|