SIA
Schechter Investment Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $261K | Sell |
1,072
-558
| -34% | -$136K | 0.02% | 500 |
|
|
2024
Q4 | $459K | Buy |
1,630
+168
| +11% | +$47.3K | 0.04% | 403 |
|
|
2024
Q3 | $400K | Buy |
1,462
+43
| +3% | +$11.8K | 0.03% | 438 |
|
|
2024
Q2 | $426K | Buy |
1,419
+626
| +79% | +$188K | 0.03% | 411 |
|
|
2024
Q1 | $230K | Sell |
793
-37
| -4% | -$10.7K | 0.02% | 553 |
|
|
2023
Q4 | $210K | Buy |
830
+12
| +1% | +$3.04K | 0.02% | 557 |
|
|
2023
Q3 | $217K | Sell |
818
-52
| -6% | -$13.8K | 0.02% | 527 |
|
|
2023
Q2 | $216K | Buy |
+870
| New | +$216K | 0.02% | 571 |
|
|
2022
Q3 | – | Sell |
-1,057
| Closed | -$240K | – | 962 |
|
|
2022
Q2 | $240K | Buy |
+1,057
| New | +$240K | 0.02% | 789 |
|
|
2022
Q1 | – | Sell |
-875
| Closed | -$226K | – | 940 |
|
|
2021
Q4 | $226K | Buy |
+875
| New | +$226K | 0.02% | 764 |
|