SMA
Sage Mountain Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,271
| Closed | -$310K | – | 514 |
|
|
2025
Q1 | $310K | Buy |
1,271
+89
| +8% | +$21.7K | 0.02% | 300 |
|
|
2024
Q4 | $332K | Buy |
1,182
+127
| +12% | +$35.7K | 0.02% | 272 |
|
|
2024
Q3 | $289K | Buy |
1,055
+123
| +13% | +$33.7K | 0.02% | 291 |
|
|
2024
Q2 | $279K | Buy |
932
+86
| +10% | +$25.8K | 0.03% | 270 |
|
|
2024
Q1 | $245K | Buy |
+846
| New | +$245K | 0.03% | 284 |
|
|
2022
Q3 | – | Sell |
-936
| Closed | -$212K | – | 389 |
|
|
2022
Q2 | $212K | Buy |
+936
| New | +$212K | 0.04% | 420 |
|
|
2022
Q1 | – | Sell |
-1,737
| Closed | -$449K | – | 645 |
|
|
2021
Q4 | $449K | Buy |
1,737
+197
| +13% | +$50.9K | 0.05% | 331 |
|
|
2021
Q3 | $338K | Sell |
1,540
-11
| -0.7% | -$2.41K | 0.05% | 330 |
|
|
2021
Q2 | $463K | Buy |
1,551
+726
| +88% | +$217K | 0.08% | 239 |
|
|
2021
Q1 | $234K | Buy |
825
+25
| +3% | +$7.09K | 0.05% | 275 |
|
|
2020
Q4 | $208K | Buy |
+800
| New | +$208K | 0.07% | 169 |
|