PA
Perennial Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Buy |
26,547
+129
| +0.5% | +$29.3K | 1.12% | 32 |
|
|
2025
Q1 | $6.44M | Buy |
26,418
+362
| +1% | +$88.3K | 1.28% | 27 |
|
|
2024
Q4 | $7.33M | Buy |
+26,056
| New | +$7.33M | 1.6% | 24 |
|
|
2024
Q2 | $7.71M | Buy |
25,714
+165
| +0.6% | +$49.5K | 1.73% | 18 |
|
|
2024
Q1 | $7.4M | Sell |
25,549
-116
| -0.5% | -$33.6K | 1.72% | 20 |
|
|
2023
Q4 | $6.49M | Buy |
25,665
+328
| +1% | +$83K | 1.6% | 24 |
|
|
2023
Q3 | $6.71M | Sell |
25,337
-51
| -0.2% | -$13.5K | 1.81% | 23 |
|
|
2023
Q2 | $6.29M | Buy |
25,388
+807
| +3% | +$200K | 1.6% | 26 |
|
|
2023
Q1 | $5.62M | Sell |
24,581
-2,205
| -8% | -$504K | 1.61% | 26 |
|
|
2022
Q4 | $4.64M | Sell |
26,786
-745
| -3% | -$129K | 1.47% | 31 |
|
|
2022
Q3 | $4.09M | Sell |
27,531
-147
| -0.5% | -$21.8K | 1.34% | 33 |
|
|
2022
Q2 | $6.28M | Buy |
27,678
+269
| +1% | +$61K | 1.95% | 22 |
|
|
2022
Q1 | $6.34M | Buy |
27,409
+1,678
| +7% | +$388K | 1.68% | 29 |
|
|
2021
Q4 | $6.66M | Buy |
25,731
+900
| +4% | +$233K | 1.79% | 28 |
|
|
2021
Q3 | $5.45M | Buy |
24,831
+586
| +2% | +$128K | 1.6% | 31 |
|
|
2021
Q2 | $7.23M | Buy |
24,245
+681
| +3% | +$203K | 2.1% | 20 |
|
|
2021
Q1 | $6.69M | Buy |
23,564
+392
| +2% | +$111K | 2.11% | 19 |
|
|
2020
Q4 | $6.02M | Buy |
23,172
+358
| +2% | +$92.9K | 2.12% | 19 |
|
|
2020
Q3 | $5.74M | Buy |
22,814
+288
| +1% | +$72.4K | 2.35% | 13 |
|
|
2020
Q2 | $3.16M | Buy |
22,526
+687
| +3% | +$96.3K | 1.34% | 34 |
|
|
2020
Q1 | $2.65M | Buy |
21,839
+2,245
| +11% | +$272K | 1.48% | 31 |
|
|
2019
Q4 | $2.96M | Sell |
19,594
-329
| -2% | -$49.8K | 1.42% | 34 |
|
|
2019
Q3 | $2.9M | Buy |
19,923
+997
| +5% | +$145K | 1.5% | 33 |
|
|
2019
Q2 | $3.11M | Buy |
18,926
+1,150
| +6% | +$189K | 1.65% | 29 |
|
|
2019
Q1 | $3.23M | Buy |
17,776
+1,457
| +9% | +$264K | 1.83% | 23 |
|
|
2018
Q4 | $2.63M | Buy |
16,319
+708
| +5% | +$114K | 1.7% | 26 |
|
|
2018
Q3 | $3.76M | Buy |
15,611
+149
| +1% | +$35.9K | 2.16% | 14 |
|
|
2018
Q2 | $3.51M | Buy |
15,462
+449
| +3% | +$102K | 2.16% | 14 |
|
|
2018
Q1 | $3.61M | Buy |
15,013
+120
| +0.8% | +$28.8K | 2.28% | 10 |
|
|
2017
Q4 | $3.72M | Buy |
14,893
+42
| +0.3% | +$10.5K | 2.31% | 10 |
|
|
2017
Q3 | $3.35M | Buy |
14,851
+446
| +3% | +$101K | 2.27% | 10 |
|
|
2017
Q2 | $3.13M | Buy |
14,405
+741
| +5% | +$161K | 2.27% | 11 |
|
|
2017
Q1 | $2.67M | Sell |
13,664
-2,024
| -13% | -$395K | 2.05% | 15 |
|
|
2016
Q4 | $2.92M | Buy |
+15,688
| New | +$2.92M | 2.43% | 9 |
|