Plante Moran Financial Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Buy |
233
+150
| +181% | +$34.1K | ﹤0.01% | 323 |
|
|
2025
Q1 | $20.2K | Sell |
83
-38
| -31% | -$9.26K | ﹤0.01% | 481 |
|
|
2024
Q4 | $34.1K | Buy |
121
+27
| +29% | +$7.62K | ﹤0.01% | 411 |
|
|
2024
Q3 | $25.8K | Buy |
94
+11
| +13% | +$3.02K | ﹤0.01% | 484 |
|
|
2024
Q2 | $24.9K | Hold |
83
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $24K | Buy |
83
+50
| +152% | +$14.5K | ﹤0.01% | 474 |
|
|
2023
Q4 | $8.35K | Hold |
33
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $8.74K | Sell |
33
-17
| -34% | -$4.5K | ﹤0.01% | 546 |
|
|
2023
Q2 | $12.4K | Buy |
+50
| New | +$12.4K | ﹤0.01% | 521 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$6.93K | – | 841 |
|
|
2022
Q4 | $6.93K | Sell |
40
-50
| -56% | -$8.66K | ﹤0.01% | 629 |
|
|
2022
Q3 | $13K | Sell |
90
-35
| -28% | -$5.06K | ﹤0.01% | 542 |
|
|
2022
Q2 | $28K | Buy |
125
+35
| +39% | +$7.84K | ﹤0.01% | 400 |
|
|
2022
Q1 | $21K | Buy |
90
+9
| +11% | +$2.1K | ﹤0.01% | 488 |
|
|
2021
Q4 | $21K | Sell |
81
-969
| -92% | -$251K | ﹤0.01% | 545 |
|
|
2021
Q3 | $230K | Hold |
1,050
| – | – | 0.05% | 169 |
|
|
2021
Q2 | $313K | Hold |
1,050
| – | – | 0.08% | 128 |
|
|
2021
Q1 | $298K | Buy |
1,050
+50
| +5% | +$14.2K | 0.08% | 129 |
|
|
2020
Q4 | $260K | Hold |
1,000
| – | – | 0.08% | 135 |
|
|
2020
Q3 | $252K | Hold |
1,000
| – | – | 0.09% | 126 |
|
|
2020
Q2 | $140K | Buy |
+1,000
| New | +$140K | 0.06% | 169 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$30K | – | 765 |
|
|
2019
Q4 | $30K | Hold |
200
| – | – | 0.01% | 399 |
|
|
2019
Q3 | $29K | Sell |
200
-96
| -32% | -$13.9K | 0.01% | 423 |
|
|
2019
Q2 | $49K | Buy |
296
+17
| +6% | +$2.81K | 0.02% | 343 |
|
|
2019
Q1 | $51K | Hold |
279
| – | – | 0.02% | 322 |
|
|
2018
Q4 | $45K | Buy |
279
+229
| +458% | +$36.9K | 0.02% | 306 |
|
|
2018
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 477 |
|
|
2018
Q2 | $11K | Sell |
50
-131
| -72% | -$28.8K | 0.01% | 530 |
|
|
2018
Q1 | $43K | Buy |
181
+28
| +18% | +$6.65K | 0.02% | 369 |
|
|
2017
Q4 | $38K | Hold |
153
| – | – | 0.02% | 395 |
|
|
2017
Q3 | $35K | Hold |
153
| – | – | 0.02% | 376 |
|
|
2017
Q2 | $33K | Sell |
153
-194
| -56% | -$41.8K | 0.02% | 387 |
|
|
2017
Q1 | $68K | Buy |
347
+153
| +79% | +$30K | 0.04% | 258 |
|
|
2016
Q4 | $36K | Buy |
194
+96
| +98% | +$17.8K | 0.02% | 383 |
|
|
2016
Q3 | $17K | Sell |
98
-145
| -60% | -$25.2K | 0.01% | 516 |
|
|
2016
Q2 | $37K | Buy |
243
+145
| +148% | +$22.1K | 0.03% | 333 |
|
|
2016
Q1 | $16K | Sell |
98
-124
| -56% | -$20.2K | 0.01% | 410 |
|
|
2015
Q4 | $33K | Hold |
222
| – | – | 0.02% | 369 |
|
|
2015
Q3 | $32K | Sell |
222
-3
| -1% | -$432 | 0.03% | 323 |
|
|
2015
Q2 | $38K | Sell |
225
-11
| -5% | -$1.86K | 0.03% | 330 |
|
|
2015
Q1 | $39K | Sell |
236
-2
| -0.8% | -$331 | 0.03% | 315 |
|
|
2014
Q4 | $41K | Sell |
238
-6
| -2% | -$1.03K | 0.03% | 311 |
|
|
2014
Q3 | $39K | Buy |
244
+16
| +7% | +$2.56K | 0.03% | 298 |
|
|
2014
Q2 | $35K | Buy |
+228
| New | +$35K | 0.03% | 283 |
|