Perigon Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
3,558
+72
| +2% | +$16.4K | 0.02% | 533 |
|
|
2025
Q1 | $850K | Sell |
3,486
-335
| -9% | -$81.7K | 0.02% | 490 |
|
|
2024
Q4 | $1.06M | Sell |
3,821
-300
| -7% | -$83.2K | 0.03% | 432 |
|
|
2024
Q3 | $1.13M | Buy |
4,121
+67
| +2% | +$18.3K | 0.03% | 400 |
|
|
2024
Q2 | $1.22M | Sell |
4,054
-6
| -0.1% | -$1.8K | 0.04% | 327 |
|
|
2024
Q1 | $1.18M | Sell |
4,060
-464
| -10% | -$134K | 0.04% | 338 |
|
|
2023
Q4 | $1.14M | Buy |
4,524
+470
| +12% | +$119K | 0.04% | 315 |
|
|
2023
Q3 | $1.07M | Sell |
4,054
-993
| -20% | -$263K | 0.04% | 292 |
|
|
2023
Q2 | $1.25M | Buy |
5,047
+1,127
| +29% | +$279K | 0.05% | 274 |
|
|
2023
Q1 | $896K | Sell |
3,920
-142
| -3% | -$32.4K | 0.05% | 290 |
|
|
2022
Q4 | $704K | Buy |
4,062
+732
| +22% | +$127K | 0.04% | 334 |
|
|
2022
Q3 | $494K | Buy |
3,330
+321
| +11% | +$47.6K | 0.04% | 334 |
|
|
2022
Q2 | $682K | Buy |
3,009
+1,866
| +163% | +$423K | 0.06% | 272 |
|
|
2022
Q1 | $265K | Sell |
1,143
-75
| -6% | -$17.4K | 0.02% | 500 |
|
|
2021
Q4 | $315K | Sell |
1,218
-950
| -44% | -$246K | 0.02% | 441 |
|
|
2021
Q3 | $475K | Buy |
2,168
+1,005
| +86% | +$220K | 0.04% | 313 |
|
|
2021
Q2 | $347K | Buy |
1,163
+46
| +4% | +$13.7K | 0.03% | 367 |
|
|
2021
Q1 | $317K | Buy |
1,117
+25
| +2% | +$7.1K | 0.03% | 378 |
|
|
2020
Q4 | $284K | Buy |
1,092
+167
| +18% | +$43.4K | 0.03% | 337 |
|
|
2020
Q3 | $233K | Buy |
+925
| New | +$233K | 0.03% | 339 |
|
|
2020
Q2 | – | Sell |
-2,335
| Closed | -$286K | – | 350 |
|
|
2020
Q1 | $286K | Buy |
2,335
+340
| +17% | +$41.6K | 0.05% | 241 |
|
|
2019
Q4 | $306K | Buy |
1,995
+14
| +0.7% | +$2.15K | 0.06% | 192 |
|
|
2019
Q3 | $297K | Sell |
1,981
-85
| -4% | -$12.7K | 0.07% | 172 |
|
|
2019
Q2 | $339K | Buy |
+2,066
| New | +$339K | 0.08% | 158 |
|
|
2018
Q4 | – | Sell |
-3,991
| Closed | -$964K | – | 241 |
|
|
2018
Q3 | $964K | Sell |
3,991
-405
| -9% | -$97.8K | 0.24% | 78 |
|
|
2018
Q2 | $1M | Buy |
4,396
+1,169
| +36% | +$266K | 0.3% | 71 |
|
|
2018
Q1 | $776K | Buy |
3,227
+556
| +21% | +$134K | 0.29% | 68 |
|
|
2017
Q4 | $668K | Sell |
2,671
-1,625
| -38% | -$406K | 0.25% | 67 |
|
|
2017
Q3 | $971K | Sell |
4,296
-13,822
| -76% | -$3.12M | 0.32% | 70 |
|
|
2017
Q2 | $3.95M | Buy |
18,118
+1,135
| +7% | +$247K | 0.86% | 28 |
|
|
2017
Q1 | $3.32M | Buy |
16,983
+209
| +1% | +$40.9K | 0.7% | 41 |
|
|
2016
Q4 | $3.26M | Sell |
16,774
-30
| -0.2% | -$5.83K | 0.71% | 41 |
|
|
2016
Q3 | $2.94M | Buy |
16,804
+129
| +0.8% | +$22.6K | 0.76% | 40 |
|
|
2016
Q2 | $2.54M | Buy |
16,675
+741
| +5% | +$113K | 0.67% | 42 |
|
|
2016
Q1 | $2.68M | Hold |
15,934
| – | – | 0.84% | 36 |
|
|
2015
Q4 | $2.38M | Buy |
15,934
+501
| +3% | +$74.8K | 0.66% | 39 |
|
|
2015
Q3 | $2.23M | Sell |
15,433
-333
| -2% | -$48K | 0.66% | 41 |
|
|
2015
Q2 | $2.69M | Buy |
15,766
+116
| +0.7% | +$19.8K | 0.71% | 39 |
|
|
2015
Q1 | $2.59M | Buy |
15,650
+1,636
| +12% | +$271K | 0.71% | 38 |
|
|
2014
Q4 | $2.43M | Sell |
14,014
-10,797
| -44% | -$1.88M | 0.73% | 37 |
|
|
2014
Q3 | $4.01M | Buy |
24,811
+33
| +0.1% | +$5.33K | 1.19% | 17 |
|
|
2014
Q2 | $3.75M | Buy |
+24,778
| New | +$3.75M | 1.07% | 21 |
|