Simon Quick 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 | $384K | Buy |
1,687
+587
| +53% | +$133K | 0.02% | 519 |
|
2025
Q1 | $268K | Buy |
1,100
+63
| +6% | +$15.4K | 0.02% | 468 |
|
2024
Q4 | $292K | Buy |
1,037
+3
| +0.3% | +$844 | 0.02% | 355 |
|
2024
Q3 | $283K | Buy |
1,034
+329
| +47% | +$90K | 0.02% | 335 |
|
2024
Q2 | $211K | Sell |
705
-294
| -29% | -$88.2K | 0.01% | 359 |
|
2024
Q1 | $289K | Buy |
+999
| New | +$289K | 0.02% | 305 |
|
2022
Q2 | – | Sell |
-175
| Closed | -$41K | – | 259 |
|
2022
Q1 | $41K | Sell |
175
-259
| -60% | -$60.7K | 0.01% | 228 |
|
2021
Q4 | $112K | Buy |
434
+226
| +109% | +$58.3K | 0.03% | 150 |
|
2021
Q3 | $45K | Buy |
208
+31
| +18% | +$6.71K | 0.01% | 264 |
|
2021
Q2 | $52K | Buy |
177
+4
| +2% | +$1.18K | 0.01% | 243 |
|
2021
Q1 | $49K | Hold |
173
| – | – | 0.01% | 253 |
|
2020
Q4 | $45K | Buy |
173
+1
| +0.6% | +$260 | 0.01% | 242 |
|
2020
Q3 | $43K | Sell |
172
-20
| -10% | -$5K | 0.01% | 208 |
|
2020
Q2 | $27K | Hold |
192
| – | – | 0.01% | 274 |
|
2020
Q1 | $23K | Buy |
192
+22
| +13% | +$2.64K | 0.01% | 271 |
|
2019
Q4 | $26K | Buy |
170
+160
| +1,600% | +$24.5K | 0.01% | 304 |
|
2019
Q3 | $1K | Sell |
10
-101
| -91% | -$10.1K | ﹤0.01% | 359 |
|
2019
Q2 | $18.2K | Buy |
+111
| New | +$18.2K | 0.01% | 184 |
|
2019
Q1 | – | Sell |
-541
| Closed | -$87K | – | 414 |
|
2018
Q4 | $87K | Sell |
541
-73
| -12% | -$11.7K | 0.03% | 125 |
|
2018
Q3 | $148K | Sell |
614
-27
| -4% | -$6.51K | 0.06% | 83 |
|
2018
Q2 | $145K | Sell |
641
-606
| -49% | -$137K | 0.06% | 92 |
|
2018
Q1 | $299K | Buy |
1,247
+718
| +136% | +$172K | 0.13% | 59 |
|
2017
Q4 | $139K | Sell |
529
-76
| -13% | -$20K | 0.06% | 122 |
|
2017
Q3 | $136K | Buy |
+605
| New | +$136K | 0.05% | 163 |
|