STA
Summit Trail Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
8,072
+2,843
| +54% | +$651K | 0.03% | 287 |
|
|
2025
Q1 | $1.28M | Buy |
5,229
+298
| +6% | +$73.1K | 0.04% | 132 |
|
|
2024
Q4 | $1.39M | Buy |
4,931
+30
| +0.6% | +$8.48K | 0.05% | 109 |
|
|
2024
Q3 | $1.35M | Buy |
4,901
+307
| +7% | +$84.4K | 0.03% | 217 |
|
|
2024
Q2 | $1.38M | Buy |
4,594
+2,292
| +100% | +$690K | 0.04% | 181 |
|
|
2024
Q1 | $670K | Buy |
2,302
+271
| +13% | +$78.8K | 0.02% | 278 |
|
|
2023
Q4 | $516K | Sell |
2,031
-688
| -25% | -$175K | 0.02% | 275 |
|
|
2023
Q3 | $724K | Buy |
2,719
+120
| +5% | +$31.9K | 0.03% | 211 |
|
|
2023
Q2 | $647K | Buy |
2,599
+803
| +45% | +$200K | 0.02% | 220 |
|
|
2023
Q1 | $412K | Buy |
1,796
+482
| +37% | +$111K | 0.02% | 248 |
|
|
2022
Q4 | $229K | Buy |
+1,314
| New | +$229K | 0.01% | 337 |
|
|
2022
Q3 | – | Sell |
-1,401
| Closed | -$319K | – | 389 |
|
|
2022
Q2 | $319K | Buy |
1,401
+260
| +23% | +$59.2K | 0.02% | 257 |
|
|
2022
Q1 | $265K | Buy |
+1,141
| New | +$265K | 0.02% | 268 |
|
|
2020
Q4 | – | Sell |
-810
| Closed | -$216K | – | 215 |
|
|
2020
Q3 | $216K | Buy |
+810
| New | +$216K | 0.04% | 194 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$218K | – | 78 |
|
|
2019
Q1 | $218K | Sell |
1,200
-4,043
| -77% | -$734K | 0.09% | 74 |
|
|
2018
Q4 | $849K | Sell |
5,243
-3,619
| -41% | -$586K | 0.3% | 41 |
|
|
2018
Q3 | $2.14M | Buy |
8,862
+1,098
| +14% | +$265K | 0.47% | 38 |
|
|
2018
Q2 | $1.77M | Sell |
7,764
-2,216
| -22% | -$505K | 0.62% | 25 |
|
|
2018
Q1 | $722K | Buy |
9,980
+6,734
| +207% | +$487K | 0.12% | 163 |
|
|
2017
Q4 | $868K | Buy |
+3,246
| New | +$868K | 0.11% | 170 |
|