Pettee Investors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
1,779
-75
| -4% | -$17K | 0.24% | 82 |
|
|
2025
Q1 | $452K | Sell |
1,854
-100
| -5% | -$24.4K | 0.27% | 78 |
|
|
2024
Q4 | $550K | Hold |
1,954
| – | – | 0.28% | 84 |
|
|
2024
Q3 | $535K | Hold |
1,954
| – | – | 0.26% | 83 |
|
|
2024
Q2 | $586K | Hold |
1,954
| – | – | 0.28% | 85 |
|
|
2024
Q1 | $566K | Hold |
1,954
| – | – | 0.24% | 87 |
|
|
2023
Q4 | $494K | Sell |
1,954
-75
| -4% | -$19K | 0.22% | 88 |
|
|
2023
Q3 | $538K | Sell |
2,029
-980
| -33% | -$260K | 0.26% | 89 |
|
|
2023
Q2 | $746K | Hold |
3,009
| – | – | 0.34% | 78 |
|
|
2023
Q1 | $688K | Sell |
3,009
-75
| -2% | -$17.1K | 0.33% | 79 |
|
|
2022
Q4 | $534K | Sell |
3,084
-75
| -2% | -$13K | 0.26% | 85 |
|
|
2022
Q3 | $469K | Hold |
3,159
| – | – | 0.25% | 88 |
|
|
2022
Q2 | $716K | Hold |
3,159
| – | – | 0.36% | 78 |
|
|
2022
Q1 | $731K | Buy |
3,159
+14
| +0.4% | +$3.24K | 0.32% | 85 |
|
|
2021
Q4 | $813K | Buy |
3,145
+300
| +11% | +$77.6K | 0.34% | 82 |
|
|
2021
Q3 | $624K | Buy |
2,845
+500
| +21% | +$110K | 0.29% | 88 |
|
|
2021
Q2 | $700K | Buy |
2,345
+285
| +14% | +$85.1K | 0.33% | 81 |
|
|
2021
Q1 | $585K | Buy |
2,060
+965
| +88% | +$274K | 0.28% | 86 |
|
|
2020
Q4 | $284K | Buy |
1,095
+180
| +20% | +$46.7K | 0.15% | 108 |
|
|
2020
Q3 | $230K | Buy |
+915
| New | +$230K | 0.13% | 106 |
|
|
2019
Q4 | – | Sell |
-2,765
| Closed | -$403K | – | 117 |
|
|
2019
Q3 | $403K | Hold |
2,765
| – | – | 0.25% | 93 |
|
|
2019
Q2 | $454K | Sell |
2,765
-50
| -2% | -$8.21K | 0.29% | 89 |
|
|
2019
Q1 | $511K | Hold |
2,815
| – | – | 0.32% | 87 |
|
|
2018
Q4 | $454K | Sell |
2,815
-350
| -11% | -$56.4K | 0.32% | 86 |
|
|
2018
Q3 | $762K | Buy |
3,165
+500
| +19% | +$120K | 0.45% | 68 |
|
|
2018
Q2 | $605K | Hold |
2,665
| – | – | 0.38% | 80 |
|
|
2018
Q1 | $640K | Hold |
2,665
| – | – | 0.4% | 78 |
|
|
2017
Q4 | $665K | Buy |
2,665
+90
| +3% | +$22.5K | 0.4% | 73 |
|
|
2017
Q3 | $581K | Buy |
2,575
+150
| +6% | +$33.8K | 0.38% | 79 |
|
|
2017
Q2 | $527K | Buy |
+2,425
| New | +$527K | 0.47% | 46 |
|