Transatlantique Private Wealth’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,386
| Closed | -$399K | – | 215 |
|
2024
Q2 | $399K | Sell |
1,386
-72
| -5% | -$20.7K | 0.16% | 159 |
|
2024
Q1 | $403K | Sell |
1,458
-154
| -10% | -$42.6K | 0.18% | 167 |
|
2023
Q4 | $386K | Sell |
1,612
-69
| -4% | -$16.5K | 0.18% | 166 |
|
2023
Q3 | $431K | Buy |
1,681
+20
| +1% | +$5.13K | 0.23% | 141 |
|
2023
Q2 | $412K | Sell |
1,661
-219
| -12% | -$54.3K | 0.21% | 152 |
|
2023
Q1 | $409K | Hold |
1,880
| – | – | 0.23% | 149 |
|
2022
Q4 | $315K | Buy |
+1,880
| New | +$315K | 0.19% | 154 |
|
2022
Q3 | – | Sell |
-3,131
| Closed | -$710K | – | 204 |
|
2022
Q2 | $710K | Buy |
+3,131
| New | +$710K | 0.49% | 70 |
|