Navis Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,122
+75
| +1% | +$17K | 0.98% | 19 |
|
|
2025
Q1 | $1.23M | Hold |
5,047
| – | – | 1.21% | 14 |
|
|
2024
Q4 | $1.42M | Hold |
5,047
| – | – | 1.55% | 13 |
|
|
2024
Q3 | $1.38M | Hold |
5,047
| – | – | 1.49% | 13 |
|
|
2024
Q2 | $1.51M | Hold |
5,047
| – | – | 1.74% | 12 |
|
|
2024
Q1 | $1.46M | Hold |
5,047
| – | – | 1.76% | 11 |
|
|
2023
Q4 | $1.28M | Sell |
5,047
-600
| -11% | -$152K | 1.67% | 11 |
|
|
2023
Q3 | $1.5M | Hold |
5,647
| – | – | 2.17% | 9 |
|
|
2023
Q2 | $1.4M | Hold |
5,647
| – | – | 1.28% | 10 |
|
|
2023
Q1 | $1.29M | Buy |
+5,647
| New | +$1.29M | 1.42% | 10 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 114 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 117 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$47K | – | 131 |
|
|
2020
Q4 | $47K | Buy |
+180
| New | +$47K | 0.04% | 143 |
|