Optimum 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
Q1 | – | Sell |
-50
| Closed | -$14.1K | – | 640 |
|
|
2024
Q4 | $14.1K | Hold |
50
| – | – | 0.01% | 472 |
|
|
2024
Q3 | $13.7K | Hold |
50
| – | – | 0.01% | 501 |
|
|
2024
Q2 | $15K | Hold |
50
| – | – | 0.01% | 477 |
|
|
2024
Q1 | $14.5K | Hold |
50
| – | – | 0.01% | 486 |
|
|
2023
Q4 | $12.6K | Hold |
50
| – | – | 0.01% | 492 |
|
|
2023
Q3 | $13.2K | Hold |
50
| – | – | 0.01% | 514 |
|
|
2023
Q2 | $12.4K | Sell |
50
-25
| -33% | -$6.2K | 0.01% | 532 |
|
|
2023
Q1 | $17.1K | Sell |
75
-700
| -90% | -$160K | 0.01% | 496 |
|
|
2022
Q4 | $134K | Buy |
775
+100
| +15% | +$17.3K | 0.07% | 226 |
|
|
2022
Q3 | $100K | Hold |
675
| – | – | 0.05% | 271 |
|
|
2022
Q2 | $153K | Hold |
675
| – | – | 0.08% | 222 |
|
|
2022
Q1 | $156K | Sell |
675
-35
| -5% | -$8.09K | 0.07% | 251 |
|
|
2021
Q4 | $184K | Sell |
710
-53
| -7% | -$13.7K | 0.07% | 240 |
|
|
2021
Q3 | $167K | Sell |
763
-2,062
| -73% | -$451K | 0.07% | 249 |
|
|
2021
Q2 | $843K | Sell |
2,825
-685
| -20% | -$204K | 0.26% | 82 |
|
|
2021
Q1 | $997K | Sell |
3,510
-96
| -3% | -$27.3K | 0.29% | 78 |
|
|
2020
Q4 | $936K | Buy |
3,606
+46
| +1% | +$11.9K | 0.28% | 81 |
|
|
2020
Q3 | $895K | Sell |
3,560
-60
| -2% | -$15.1K | 0.3% | 76 |
|
|
2020
Q2 | $508K | Sell |
3,620
-50
| -1% | -$7.02K | 0.18% | 131 |
|
|
2020
Q1 | $445K | Sell |
3,670
-975
| -21% | -$118K | 0.18% | 134 |
|
|
2019
Q4 | $702K | Hold |
4,645
| – | – | 0.21% | 126 |
|
|
2019
Q3 | $676K | Sell |
4,645
-2,080
| -31% | -$303K | 0.21% | 121 |
|
|
2019
Q2 | $1.1M | Sell |
6,725
-80
| -1% | -$13.1K | 0.36% | 69 |
|
|
2019
Q1 | $1.23M | Sell |
6,805
-191
| -3% | -$34.6K | 0.41% | 61 |
|
|
2018
Q4 | $1.13M | Sell |
6,996
-1,470
| -17% | -$237K | 0.39% | 61 |
|
|
2018
Q3 | $2.04M | Buy |
8,466
+50
| +0.6% | +$12K | 0.56% | 36 |
|
|
2018
Q2 | $1.91M | Buy |
8,416
+305
| +4% | +$69.3K | 0.55% | 35 |
|
|
2018
Q1 | $1.95M | Sell |
8,111
-99
| -1% | -$23.8K | 0.57% | 34 |
|
|
2017
Q4 | $2.05M | Sell |
8,210
-25
| -0.3% | -$6.24K | 0.65% | 36 |
|
|
2017
Q3 | $1.86M | Buy |
8,235
+25
| +0.3% | +$5.64K | 0.62% | 41 |
|
|
2017
Q2 | $1.78M | Hold |
8,210
| – | – | 0.62% | 42 |
|
|
2017
Q1 | $1.6M | Buy |
8,210
+540
| +7% | +$105K | 0.57% | 45 |
|
|
2016
Q4 | $1.43M | Buy |
7,670
+5
| +0.1% | +$931 | 0.54% | 48 |
|
|
2016
Q3 | $1.34M | Buy |
7,665
+1,010
| +15% | +$176K | 0.5% | 49 |
|
|
2016
Q2 | $1.01M | Buy |
6,655
+600
| +10% | +$91.1K | 0.39% | 74 |
|
|
2016
Q1 | $985K | Buy |
6,055
+250
| +4% | +$40.7K | 0.39% | 74 |
|
|
2015
Q4 | $865K | Buy |
5,805
+1,075
| +23% | +$160K | 0.33% | 87 |
|
|
2015
Q3 | $681K | Buy |
+4,730
| New | +$681K | 0.28% | 109 |
|
|
2015
Q1 | $865K | Buy |
5,230
+500
| +11% | +$82.7K | 0.27% | 99 |
|
|
2014
Q4 | $821K | Hold |
4,730
| – | – | 0.26% | 103 |
|
|
2014
Q3 | $764K | Buy |
4,730
+150
| +3% | +$24.2K | 0.25% | 110 |
|
|
2014
Q2 | $693K | Sell |
4,580
-50
| -1% | -$7.57K | 0.22% | 122 |
|
|
2014
Q1 | $614K | Hold |
4,630
| – | – | 0.23% | 119 |
|
|
2013
Q4 | $666K | Hold |
4,630
| – | – | 0.25% | 110 |
|
|
2013
Q3 | $528K | Buy |
+4,630
| New | +$528K | 0.22% | 124 |
|