River Wealth 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 | $1.07M | Sell |
4,728
-1,342
| -22% | -$305K | 0.13% | 111 |
|
2025
Q1 | $1.48M | Sell |
6,070
-873
| -13% | -$213K | 0.21% | 89 |
|
2024
Q4 | $1.95M | Sell |
6,943
-474
| -6% | -$133K | 0.26% | 79 |
|
2024
Q3 | $2.03M | Sell |
7,417
-399
| -5% | -$109K | 0.27% | 83 |
|
2024
Q2 | $2.34M | Sell |
7,816
-296
| -4% | -$88.8K | 0.34% | 74 |
|
2024
Q1 | $2.35M | Sell |
8,112
-237
| -3% | -$68.7K | 0.34% | 75 |
|
2023
Q4 | $2.11M | Buy |
8,349
+102
| +1% | +$25.8K | 0.34% | 73 |
|
2023
Q3 | $2.18M | Buy |
8,247
+668
| +9% | +$177K | 0.39% | 69 |
|
2023
Q2 | $1.88M | Buy |
7,579
+658
| +10% | +$163K | 0.32% | 82 |
|
2023
Q1 | $1.58M | Buy |
6,921
+2,058
| +42% | +$470K | 0.29% | 87 |
|
2022
Q4 | $842K | Buy |
4,863
+603
| +14% | +$104K | 0.16% | 118 |
|
2022
Q3 | $632K | Sell |
4,260
-110
| -3% | -$16.3K | 0.14% | 123 |
|
2022
Q2 | $991K | Buy |
4,370
+1,137
| +35% | +$258K | 0.18% | 117 |
|
2022
Q1 | $748K | Buy |
3,233
+157
| +5% | +$36.3K | 0.12% | 127 |
|
2021
Q4 | $796K | Buy |
3,076
+198
| +7% | +$51.2K | 0.12% | 130 |
|
2021
Q3 | $631K | Buy |
2,878
+17
| +0.6% | +$3.73K | 0.11% | 133 |
|
2021
Q2 | $854K | Sell |
2,861
-66
| -2% | -$19.7K | 0.15% | 120 |
|
2021
Q1 | $831K | Buy |
2,927
+154
| +6% | +$43.7K | 0.16% | 117 |
|
2020
Q4 | $720K | Buy |
2,773
+361
| +15% | +$93.7K | 0.16% | 119 |
|
2020
Q3 | $607K | Sell |
2,412
-150
| -6% | -$37.7K | 0.16% | 122 |
|
2020
Q2 | $359K | Hold |
2,562
| – | – | 0.11% | 139 |
|
2020
Q1 | $311K | Sell |
2,562
-216
| -8% | -$26.2K | 0.12% | 129 |
|
2019
Q4 | $420K | Sell |
2,778
-840
| -23% | -$127K | 0.14% | 127 |
|
2019
Q3 | $527K | Buy |
3,618
+50
| +1% | +$7.28K | 0.2% | 104 |
|
2019
Q2 | $586K | Buy |
3,568
+211
| +6% | +$34.7K | 0.23% | 100 |
|
2019
Q1 | $609K | Buy |
3,357
+340
| +11% | +$61.7K | 0.26% | 102 |
|
2018
Q4 | $487K | Buy |
3,017
+604
| +25% | +$97.5K | 0.22% | 101 |
|
2018
Q3 | $581K | Buy |
2,413
+85
| +4% | +$20.5K | 0.21% | 107 |
|
2018
Q2 | $529K | Buy |
2,328
+350
| +18% | +$79.5K | 0.21% | 107 |
|
2018
Q1 | $475K | Buy |
1,978
+182
| +10% | +$43.7K | 0.2% | 117 |
|
2017
Q4 | $448K | Buy |
1,796
+170
| +10% | +$42.4K | 0.19% | 116 |
|
2017
Q3 | $367K | Buy |
1,626
+100
| +7% | +$22.6K | 0.17% | 132 |
|
2017
Q2 | $332K | Sell |
1,526
-20
| -1% | -$4.35K | 0.15% | 132 |
|
2017
Q1 | $302K | Hold |
1,546
| – | – | 0.15% | 133 |
|
2016
Q4 | $288K | Sell |
1,546
-12
| -0.8% | -$2.24K | 0.15% | 131 |
|
2016
Q3 | $272K | Sell |
1,558
-135
| -8% | -$23.6K | 0.15% | 132 |
|
2016
Q2 | $257K | Sell |
1,693
-167
| -9% | -$25.4K | 0.15% | 135 |
|
2016
Q1 | $303K | Hold |
1,860
| – | – | 0.18% | 131 |
|
2015
Q4 | $277K | Sell |
1,860
-22
| -1% | -$3.28K | 0.18% | 133 |
|
2015
Q3 | $271K | Hold |
1,882
| – | – | 0.19% | 122 |
|
2015
Q2 | $321K | Buy |
1,882
+50
| +3% | +$8.53K | 0.2% | 114 |
|
2015
Q1 | $303K | Buy |
+1,832
| New | +$303K | 0.19% | 122 |
|