OneDigital Investment 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 | $896K | Sell |
3,940
-199
| -5% | -$45.2K | 0.01% | 673 |
|
2025
Q1 | $1.01M | Buy |
4,139
+602
| +17% | +$147K | 0.01% | 602 |
|
2024
Q4 | $995K | Sell |
3,537
-2,363
| -40% | -$665K | 0.01% | 635 |
|
2024
Q3 | $1.61M | Sell |
5,900
-89
| -1% | -$24.4K | 0.02% | 505 |
|
2024
Q2 | $1.8M | Buy |
5,989
+1,707
| +40% | +$512K | 0.02% | 449 |
|
2024
Q1 | $1.24M | Buy |
4,282
+292
| +7% | +$84.6K | 0.02% | 448 |
|
2023
Q4 | $1.01M | Buy |
3,990
+14
| +0.4% | +$3.54K | 0.02% | 474 |
|
2023
Q3 | $1.05M | Sell |
3,976
-102
| -3% | -$27K | 0.02% | 409 |
|
2023
Q2 | $1.01M | Sell |
4,078
-385
| -9% | -$95.4K | 0.02% | 409 |
|
2023
Q1 | $1.02M | Buy |
4,463
+1,772
| +66% | +$405K | 0.02% | 385 |
|
2022
Q4 | $466K | Buy |
2,691
+981
| +57% | +$170K | 0.01% | 541 |
|
2022
Q3 | $254K | Buy |
1,710
+7
| +0.4% | +$1.04K | 0.01% | 647 |
|
2022
Q2 | $386K | Buy |
1,703
+149
| +10% | +$33.8K | 0.02% | 495 |
|
2022
Q1 | $360K | Buy |
1,554
+323
| +26% | +$74.8K | 0.01% | 536 |
|
2021
Q4 | $318K | Buy |
+1,231
| New | +$318K | 0.01% | 569 |
|
2021
Q3 | – | Sell |
-779
| Closed | -$233K | – | 754 |
|
2021
Q2 | $233K | Buy |
779
+54
| +7% | +$16.2K | 0.01% | 620 |
|
2021
Q1 | $206K | Buy |
+725
| New | +$206K | 0.01% | 606 |
|
2020
Q3 | – | Sell |
-1,144
| Closed | -$160K | – | 620 |
|
2020
Q2 | $160K | Buy |
1,144
+62
| +6% | +$8.67K | 0.01% | 552 |
|
2020
Q1 | $131K | Buy |
1,082
+55
| +5% | +$6.66K | 0.01% | 486 |
|
2019
Q4 | $155K | Buy |
+1,027
| New | +$155K | 0.01% | 525 |
|
2019
Q3 | – | Sell |
-171
| Closed | -$28K | – | 722 |
|
2019
Q2 | $28K | Sell |
171
-1,336
| -89% | -$219K | ﹤0.01% | 705 |
|
2019
Q1 | $293K | Buy |
1,507
+1,236
| +456% | +$240K | 0.04% | 231 |
|
2018
Q4 | $44K | Sell |
271
-1,106
| -80% | -$180K | 0.01% | 484 |
|
2018
Q3 | $332K | Buy |
1,377
+2
| +0.1% | +$482 | 0.08% | 132 |
|
2018
Q2 | $312K | Buy |
1,375
+5
| +0.4% | +$1.14K | 0.07% | 162 |
|
2018
Q1 | $329K | Sell |
1,370
-80
| -6% | -$19.2K | 0.07% | 171 |
|
2017
Q4 | $362K | Buy |
1,450
+1,091
| +304% | +$272K | 0.04% | 163 |
|
2017
Q3 | $81K | Sell |
359
-741
| -67% | -$167K | 0.03% | 275 |
|
2017
Q2 | $239K | Buy |
+1,100
| New | +$239K | 0.07% | 178 |
|