ProVise Management Group’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-711
| Closed | -$213K | – | 297 |
|
|
2024
Q2 | $213K | Sell |
711
-12
| -2% | -$3.6K | 0.02% | 276 |
|
|
2024
Q1 | $209K | Buy |
+723
| New | +$209K | 0.02% | 281 |
|
|
2023
Q4 | – | Sell |
-812
| Closed | -$215K | – | 345 |
|
|
2023
Q3 | $215K | Hold |
812
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $201K | Buy |
+812
| New | +$201K | 0.02% | 325 |
|
|
2022
Q3 | – | Sell |
-972
| Closed | -$220K | – | 322 |
|
|
2022
Q2 | $220K | Hold |
972
| – | – | 0.02% | 302 |
|
|
2022
Q1 | $225K | Hold |
972
| – | – | 0.02% | 338 |
|
|
2021
Q4 | $251K | Hold |
972
| – | – | 0.02% | 334 |
|
|
2021
Q3 | $213K | Buy |
972
+200
| +26% | +$43.8K | 0.02% | 345 |
|
|
2021
Q2 | $230K | Sell |
772
-70
| -8% | -$20.9K | 0.02% | 351 |
|
|
2021
Q1 | $239K | Sell |
842
-439
| -34% | -$125K | 0.03% | 309 |
|
|
2020
Q4 | $333K | Sell |
1,281
-1,166
| -48% | -$303K | 0.04% | 247 |
|
|
2020
Q3 | $615K | Buy |
+2,447
| New | +$615K | 0.08% | 181 |
|
|
2018
Q4 | – | Sell |
-2,352
| Closed | -$566K | – | 309 |
|
|
2018
Q3 | $566K | Buy |
2,352
+1,427
| +154% | +$343K | 0.07% | 201 |
|
|
2018
Q2 | $210 | Buy |
+925
| New | +$210 | 0.02% | 301 |
|
|
2018
Q1 | – | Sell |
-824
| Closed | -$206K | – | 310 |
|
|
2017
Q4 | $206K | Buy |
+824
| New | +$206K | 0.03% | 301 |
|