Morningstar Investment 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 | $361K | Buy |
+1,587
| New | +$361K | 0.03% | 141 |
|
2025
Q1 | – | Sell |
-1,301
| Closed | -$366K | – | 130 |
|
2024
Q4 | $366K | Hold |
1,301
| – | – | 0.03% | 147 |
|
2024
Q3 | $348K | Sell |
1,301
-245
| -16% | -$65.5K | 0.03% | 155 |
|
2024
Q2 | $464K | Hold |
1,546
| – | – | 0.05% | 127 |
|
2024
Q1 | $448K | Hold |
1,546
| – | – | 0.05% | 130 |
|
2023
Q4 | $391K | Buy |
1,546
+9
| +0.6% | +$2.28K | 0.04% | 135 |
|
2023
Q3 | $407K | Hold |
1,537
| – | – | 0.06% | 110 |
|
2023
Q2 | $381K | Buy |
+1,537
| New | +$381K | 0.05% | 115 |
|