Rockefeller Financial Services’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $128K | Sell |
514
-850
| -62% | -$212K | ﹤0.01% | 369 |
|
|
2017
Q3 | $308K | Buy |
1,364
+1,060
| +349% | +$239K | 0.01% | 301 |
|
|
2017
Q2 | $66K | Hold |
304
| – | – | ﹤0.01% | 362 |
|
|
2017
Q1 | $59K | Hold |
304
| – | – | ﹤0.01% | 388 |
|
|
2016
Q4 | $57K | Hold |
304
| – | – | ﹤0.01% | 410 |
|
|
2016
Q3 | $53K | Hold |
304
| – | – | ﹤0.01% | 388 |
|
|
2016
Q2 | $46K | Sell |
304
-42
| -12% | -$6.36K | ﹤0.01% | 404 |
|
|
2016
Q1 | $56K | Buy |
346
+42
| +14% | +$6.8K | ﹤0.01% | 414 |
|
|
2015
Q4 | $45K | Hold |
304
| – | – | ﹤0.01% | 438 |
|
|
2015
Q3 | $44K | Hold |
304
| – | – | ﹤0.01% | 422 |
|
|
2015
Q2 | $52K | Hold |
304
| – | – | ﹤0.01% | 393 |
|
|
2015
Q1 | $50K | Hold |
304
| – | – | ﹤0.01% | 417 |
|
|
2014
Q4 | $53K | Hold |
304
| – | – | ﹤0.01% | 384 |
|
|
2014
Q3 | $49K | Sell |
304
-23
| -7% | -$3.71K | ﹤0.01% | 404 |
|
|
2014
Q2 | $49K | Sell |
327
-173
| -35% | -$25.9K | ﹤0.01% | 413 |
|
|
2014
Q1 | $66K | Buy |
500
+49
| +11% | +$6.47K | ﹤0.01% | 416 |
|
|
2013
Q4 | $65K | Sell |
451
-551,015
| -100% | -$79.4M | ﹤0.01% | 404 |
|
|
2013
Q3 | $62.9M | Sell |
551,466
-43,845
| -7% | -$5M | 1.46% | 18 |
|
|
2013
Q2 | $58.7M | Buy |
+595,311
| New | +$58.7M | 1.41% | 18 |
|