Scholtz & Company’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,450
| Closed | -$873K | – | 56 |
|
|
2023
Q4 | $873K | Buy |
+3,450
| New | +$873K | 0.43% | 40 |
|
|
2018
Q2 | – | Sell |
-9,075
| Closed | -$2.18M | – | 57 |
|
|
2018
Q1 | $2.18M | Sell |
9,075
-9,590
| -51% | -$2.3M | 1.61% | 30 |
|
|
2017
Q4 | $4.66M | Buy |
18,665
+8,215
| +79% | +$2.05M | 3.38% | 10 |
|
|
2017
Q3 | $2.36M | Buy |
10,450
+212
| +2% | +$47.8K | 1.84% | 25 |
|
|
2017
Q2 | $2.23M | Buy |
+10,238
| New | +$2.23M | 1.92% | 19 |
|
|
2016
Q1 | – | Sell |
-12,645
| Closed | -$1.88M | – | 44 |
|
|
2015
Q4 | $1.88M | Sell |
12,645
-13,295
| -51% | -$1.98M | 1.98% | 23 |
|
|
2015
Q3 | $3.74M | Sell |
25,940
-155
| -0.6% | -$22.3K | 3.99% | 9 |
|
|
2015
Q2 | $4.45M | Buy |
26,095
+2,700
| +12% | +$460K | 4.37% | 4 |
|
|
2015
Q1 | $3.87M | Sell |
23,395
-100
| -0.4% | -$16.5K | 3.74% | 7 |
|
|
2014
Q4 | $4.08M | Sell |
23,495
-50
| -0.2% | -$8.68K | 4.16% | 5 |
|
|
2014
Q3 | $3.8M | Buy |
23,545
+550
| +2% | +$88.8K | 3.75% | 7 |
|
|
2014
Q2 | $3.48M | Buy |
22,995
+11,530
| +101% | +$1.75M | 3.29% | 7 |
|
|
2014
Q1 | $1.52M | Buy |
+11,465
| New | +$1.52M | 1.63% | 28 |
|