SAM
Summit Asset Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
7,854
-7
| -0.1% | -$1.59K | 0.29% | 50 |
|
|
2025
Q1 | $1.92M | Buy |
7,861
+16
| +0.2% | +$3.9K | 0.33% | 41 |
|
|
2024
Q4 | $2.21M | Sell |
7,845
-539
| -6% | -$152K | 0.39% | 36 |
|
|
2024
Q3 | $2.29M | Sell |
8,384
-5
| -0.1% | -$1.37K | 0.43% | 33 |
|
|
2024
Q2 | $2.52M | Buy |
8,389
+201
| +2% | +$60.3K | 0.52% | 29 |
|
|
2024
Q1 | $2.37M | Buy |
8,188
+1
| +0% | +$290 | 0.51% | 29 |
|
|
2023
Q4 | $2.07M | Buy |
8,187
+666
| +9% | +$168K | 0.5% | 30 |
|
|
2023
Q3 | $1.99M | Buy |
7,521
+1
| +0% | +$265 | 0.54% | 28 |
|
|
2023
Q2 | $1.86M | Buy |
7,520
+6
| +0.1% | +$1.49K | 0.49% | 32 |
|
|
2023
Q1 | $1.72M | Buy |
7,514
+79
| +1% | +$18.1K | 0.47% | 33 |
|
|
2022
Q4 | $1.29M | Sell |
7,435
-1,552
| -17% | -$269K | 0.37% | 35 |
|
|
2022
Q3 | $1.33M | Buy |
8,987
+401
| +5% | +$59.5K | 0.43% | 33 |
|
|
2022
Q2 | $1.95M | Buy |
8,586
+496
| +6% | +$112K | 0.6% | 30 |
|
|
2022
Q1 | $1.87M | Hold |
8,090
| – | – | 0.54% | 29 |
|
|
2021
Q4 | $2.09M | Buy |
8,090
+186
| +2% | +$48.1K | 0.59% | 26 |
|
|
2021
Q3 | $1.73M | Buy |
7,904
+290
| +4% | +$63.6K | 0.54% | 25 |
|
|
2021
Q2 | $2.27M | Buy |
7,614
+415
| +6% | +$124K | 0.71% | 25 |
|
|
2021
Q1 | $2.05M | Sell |
7,199
-74
| -1% | -$21K | 0.69% | 24 |
|
|
2020
Q4 | $1.89M | Sell |
7,273
-128
| -2% | -$33.2K | 0.69% | 23 |
|
|
2020
Q3 | $1.86M | Sell |
7,401
-13
| -0.2% | -$3.27K | 0.77% | 23 |
|
|
2020
Q2 | $1.04M | Sell |
7,414
-220
| -3% | -$30.9K | 0.47% | 33 |
|
|
2020
Q1 | $926K | Buy |
7,634
+428
| +6% | +$51.9K | 0.5% | 32 |
|
|
2019
Q4 | $1.09M | Sell |
7,206
-76
| -1% | -$11.5K | 0.46% | 30 |
|
|
2019
Q3 | $1.06M | Buy |
7,282
+73
| +1% | +$10.6K | 0.49% | 31 |
|
|
2019
Q2 | $1.18M | Buy |
7,209
+102
| +1% | +$16.8K | 0.56% | 27 |
|
|
2019
Q1 | $1.29M | Sell |
7,107
-737
| -9% | -$134K | 0.63% | 24 |
|
|
2018
Q4 | $1.27M | Buy |
7,844
+107
| +1% | +$17.3K | 0.72% | 22 |
|
|
2018
Q3 | $1.86M | Buy |
7,737
+42
| +0.5% | +$10.1K | 0.86% | 21 |
|
|
2018
Q2 | $1.75M | Sell |
7,695
-187
| -2% | -$42.5K | 0.83% | 20 |
|
|
2018
Q1 | $1.89M | Sell |
7,882
-14
| -0.2% | -$3.36K | 0.9% | 18 |
|
|
2017
Q4 | $1.97M | Buy |
7,896
+2
| +0% | +$499 | 0.94% | 16 |
|
|
2017
Q3 | $1.78M | Buy |
7,894
+248
| +3% | +$56K | 0.89% | 17 |
|
|
2017
Q2 | $1.66M | Sell |
7,646
-148
| -2% | -$32.2K | 0.88% | 20 |
|
|
2017
Q1 | $1.52M | Buy |
7,794
+321
| +4% | +$62.6K | 0.88% | 20 |
|
|
2016
Q4 | $1.39M | Buy |
7,473
+2
| +0% | +$372 | 0.87% | 21 |
|
|
2016
Q3 | $1.31M | Buy |
7,471
+201
| +3% | +$35.1K | 0.8% | 23 |
|
|
2016
Q2 | $1.1M | Sell |
7,270
-49
| -0.7% | -$7.43K | 0.7% | 25 |
|
|
2016
Q1 | $1.19M | Buy |
7,319
+36
| +0.5% | +$5.86K | 0.78% | 24 |
|
|
2015
Q4 | $1.09M | Buy |
7,283
+2
| +0% | +$298 | 0.74% | 25 |
|
|
2015
Q3 | $1.05M | Buy |
7,281
+1
| +0% | +$144 | 0.75% | 24 |
|
|
2015
Q2 | $1.24M | Buy |
7,280
+150
| +2% | +$25.6K | 0.85% | 22 |
|
|
2015
Q1 | $1.18M | Buy |
7,130
+103
| +1% | +$17K | 0.82% | 20 |
|
|
2014
Q4 | $1.22M | Buy |
7,027
+416
| +6% | +$72.2K | 0.88% | 18 |
|
|
2014
Q3 | $1.07M | Sell |
6,611
-40
| -0.6% | -$6.46K | 0.82% | 18 |
|
|
2014
Q2 | $1.01M | Hold |
6,651
| – | – | 0.77% | 19 |
|
|
2014
Q1 | $882K | Buy |
6,651
+1
| +0% | +$133 | 0.71% | 25 |
|
|
2013
Q4 | $956K | Sell |
6,650
-85
| -1% | -$12.2K | 0.76% | 19 |
|
|
2013
Q3 | $769K | Sell |
6,735
-500
| -7% | -$57.1K | 0.68% | 23 |
|
|
2013
Q2 | $713K | Buy |
+7,235
| New | +$713K | 0.69% | 21 |
|