Patriot Financial Group Insurance Agency’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-934
| Closed | -$236K | – | 486 |
|
|
2023
Q4 | $236K | Buy |
934
+5
| +0.5% | +$1.26K | 0.04% | 384 |
|
|
2023
Q3 | $246K | Buy |
929
+5
| +0.5% | +$1.33K | 0.05% | 369 |
|
|
2023
Q2 | $229K | Buy |
924
+27
| +3% | +$6.69K | 0.04% | 399 |
|
|
2023
Q1 | $205K | Buy |
+897
| New | +$205K | 0.04% | 420 |
|
|
2022
Q3 | – | Sell |
-1,512
| Closed | -$343K | – | 914 |
|
|
2022
Q2 | $343K | Sell |
1,512
-170
| -10% | -$38.6K | 0.07% | 278 |
|
|
2022
Q1 | $389K | Sell |
1,682
-408
| -20% | -$94.4K | 0.07% | 279 |
|
|
2021
Q4 | $540K | Sell |
2,090
-70
| -3% | -$18.1K | 0.09% | 225 |
|
|
2021
Q3 | $474K | Sell |
2,160
-295
| -12% | -$64.7K | 0.08% | 246 |
|
|
2021
Q2 | $732K | Buy |
2,455
+236
| +11% | +$70.4K | 0.13% | 166 |
|
|
2021
Q1 | $630K | Buy |
2,219
+149
| +7% | +$42.3K | 0.14% | 163 |
|
|
2020
Q4 | $437K | Sell |
2,070
-30
| -1% | -$6.33K | 0.11% | 196 |
|
|
2020
Q3 | $528K | Sell |
2,100
-999
| -32% | -$251K | 0.17% | 123 |
|
|
2020
Q2 | $435K | Sell |
3,099
-800
| -21% | -$112K | 0.17% | 138 |
|
|
2020
Q1 | $473K | Sell |
3,899
-475
| -11% | -$57.6K | 0.22% | 99 |
|
|
2019
Q4 | $661K | Buy |
4,374
+50
| +1% | +$7.56K | 0.25% | 80 |
|
|
2019
Q3 | $629K | Buy |
4,324
+4,200
| +3,387% | +$611K | 0.28% | 69 |
|
|
2019
Q2 | $20K | Sell |
124
-85
| -41% | -$13.7K | 0.01% | 642 |
|
|
2019
Q1 | $38K | Buy |
209
+202
| +2,886% | +$36.7K | 0.02% | 420 |
|
|
2018
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 891 |
|
|
2018
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 852 |
|
|
2018
Q2 | – | Sell |
-186
| Closed | -$44K | – | 691 |
|
|
2018
Q1 | $44K | Buy |
186
+54
| +41% | +$12.8K | 0.03% | 335 |
|
|
2017
Q4 | $35K | Buy |
132
+20
| +18% | +$5.3K | 0.03% | 353 |
|
|
2017
Q3 | $25K | Hold |
112
| – | – | 0.02% | 363 |
|
|
2017
Q2 | $25K | Buy |
112
+12
| +12% | +$2.68K | 0.03% | 345 |
|
|
2017
Q1 | $20K | Hold |
100
| – | – | 0.02% | 352 |
|
|
2016
Q4 | $19K | Buy |
+100
| New | +$19K | 0.03% | 346 |
|