Sequoia Financial Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.98M | Buy |
8,717
+386
| +5% | +$87.7K | 0.01% | 474 |
|
2025
Q1 | $2.03M | Sell |
8,331
-1,400
| -14% | -$341K | 0.02% | 433 |
|
2024
Q4 | $2.74M | Buy |
9,731
+478
| +5% | +$134K | 0.03% | 346 |
|
2024
Q3 | $2.53M | Buy |
9,253
+1,503
| +19% | +$412K | 0.03% | 323 |
|
2024
Q2 | $2.33M | Sell |
7,750
-14
| -0.2% | -$4.2K | 0.03% | 298 |
|
2024
Q1 | $2.25M | Sell |
7,764
-3,588
| -32% | -$1.04M | 0.03% | 306 |
|
2023
Q4 | $2.87M | Buy |
11,352
+5,249
| +86% | +$1.33M | 0.04% | 285 |
|
2023
Q3 | $1.62M | Sell |
6,103
-523
| -8% | -$139K | 0.03% | 256 |
|
2023
Q2 | $1.64M | Buy |
6,626
+2,369
| +56% | +$588K | 0.03% | 265 |
|
2023
Q1 | $973K | Buy |
4,257
+1,751
| +70% | +$400K | 0.02% | 319 |
|
2022
Q4 | $434K | Buy |
2,506
+1,029
| +70% | +$178K | 0.01% | 475 |
|
2022
Q3 | $219K | Sell |
1,477
-500
| -25% | -$74.1K | 0.01% | 467 |
|
2022
Q2 | $448K | Buy |
1,977
+238
| +14% | +$53.9K | 0.01% | 345 |
|
2022
Q1 | $402K | Sell |
1,739
-351
| -17% | -$81.1K | 0.01% | 410 |
|
2021
Q4 | $541K | Buy |
+2,090
| New | +$541K | 0.01% | 311 |
|
2021
Q3 | – | Sell |
-865
| Closed | -$258K | – | 322 |
|
2021
Q2 | $258K | Buy |
865
+24
| +3% | +$7.16K | 0.01% | 406 |
|
2021
Q1 | $239K | Buy |
841
+11
| +1% | +$3.13K | 0.01% | 390 |
|
2020
Q4 | $215K | Buy |
+830
| New | +$215K | 0.01% | 383 |
|
2016
Q1 | – | Sell |
-10,843
| Closed | -$1.62M | – | 206 |
|
2015
Q4 | $1.62M | Buy |
10,843
+1,728
| +19% | +$257K | 0.65% | 37 |
|
2015
Q3 | $1.31M | Buy |
+9,115
| New | +$1.31M | 0.57% | 38 |
|