Roberts Capital Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,162
| Closed | -$890K | – | 92 |
|
|
2024
Q4 | $890K | Hold |
3,162
| – | – | 0.74% | 38 |
|
|
2024
Q3 | $865K | Hold |
3,162
| – | – | 0.74% | 39 |
|
|
2024
Q2 | $916K | Hold |
3,162
| – | – | 0.88% | 32 |
|
|
2024
Q1 | $916K | Buy |
+3,162
| New | +$916K | 0.88% | 32 |
|
|
2022
Q3 | $503K | Hold |
3,390
| – | – | 0.73% | 42 |
|
|
2022
Q2 | $769K | Hold |
3,390
| – | – | 1.05% | 22 |
|
|
2022
Q1 | $784K | Hold |
3,390
| – | – | 0.81% | 41 |
|
|
2021
Q4 | $877K | Buy |
+3,390
| New | +$877K | 0.82% | 41 |
|