Morningstar Investment Services’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-795
| Closed | -$213K | – | 223 |
|
|
2024
Q3 | $213K | Buy |
795
+91
| +13% | +$24.4K | ﹤0.01% | 398 |
|
|
2024
Q2 | $208K | Buy |
+704
| New | +$208K | ﹤0.01% | 366 |
|
|
2024
Q1 | – | Sell |
-864
| Closed | -$219K | – | 379 |
|
|
2023
Q4 | $219K | Buy |
+864
| New | +$219K | ﹤0.01% | 391 |
|
|
2018
Q2 | – | Sell |
-1,348
| Closed | -$324K | – | 203 |
|
|
2018
Q1 | $324K | Sell |
1,348
-1,608
| -54% | -$386K | 0.01% | 178 |
|
|
2017
Q4 | $738K | Sell |
2,956
-676
| -19% | -$169K | 0.01% | 143 |
|
|
2017
Q3 | $819K | Sell |
3,632
-627
| -15% | -$141K | 0.02% | 139 |
|
|
2017
Q2 | $926K | Sell |
4,259
-5,383
| -56% | -$1.17M | 0.02% | 136 |
|
|
2017
Q1 | $1.88M | Buy |
9,642
+3,816
| +65% | +$745K | 0.05% | 126 |
|
|
2016
Q4 | $1.09M | Buy |
5,826
+2,808
| +93% | +$523K | 0.04% | 137 |
|
|
2016
Q3 | $527K | Buy |
+3,018
| New | +$527K | 0.02% | 180 |
|
|
2013
Q4 | – | Sell |
-3,257
| Closed | -$375K | – | 202 |
|
|
2013
Q3 | $375K | Buy |
3,257
+637
| +24% | +$73.3K | 0.03% | 170 |
|
|
2013
Q2 | $258K | Buy |
+2,620
| New | +$258K | 0.03% | 181 |
|