United Asset Strategies’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-748
| Closed | -$205K | – | 238 |
|
|
2024
Q3 | $205K | Sell |
748
-37
| -5% | -$10.1K | 0.02% | 231 |
|
|
2024
Q2 | $236K | Sell |
785
-182
| -19% | -$54.6K | 0.02% | 210 |
|
|
2024
Q1 | $280K | Buy |
967
+122
| +14% | +$35.4K | 0.03% | 207 |
|
|
2023
Q4 | $214K | Hold |
845
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $224K | Buy |
845
+30
| +4% | +$7.95K | 0.03% | 213 |
|
|
2023
Q2 | $202K | Buy |
+815
| New | +$202K | 0.03% | 221 |
|
|
2019
Q4 | – | Sell |
-3,256
| Closed | -$474K | – | 202 |
|
|
2019
Q3 | $474K | Buy |
3,256
+280
| +9% | +$40.8K | 0.1% | 137 |
|
|
2019
Q2 | $489K | Buy |
2,976
+103
| +4% | +$16.9K | 0.11% | 136 |
|
|
2019
Q1 | $521K | Buy |
2,873
+376
| +15% | +$68.2K | 0.12% | 140 |
|
|
2018
Q4 | $403K | Buy |
2,497
+40
| +2% | +$6.46K | 0.11% | 141 |
|
|
2018
Q3 | $592K | Buy |
+2,457
| New | +$592K | 0.14% | 131 |
|