United Capital Financial 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 | $1.68M | Buy |
7,376
+32
| +0.4% | +$7.27K | 0.01% | 475 |
|
|
2025
Q1 | $1.79M | Sell |
7,344
-584
| -7% | -$142K | 0.02% | 441 |
|
|
2024
Q4 | $2.23M | Buy |
7,928
+31
| +0.4% | +$8.72K | 0.02% | 399 |
|
|
2024
Q3 | $2.16M | Buy |
7,897
+149
| +2% | +$40.8K | 0.02% | 401 |
|
|
2024
Q2 | $2.32M | Sell |
7,748
-642
| -8% | -$193K | 0.02% | 370 |
|
|
2024
Q1 | $2.43M | Buy |
8,390
+368
| +5% | +$107K | 0.02% | 390 |
|
|
2023
Q4 | $2.03M | Sell |
8,022
-6,031
| -43% | -$1.53M | 0.02% | 415 |
|
|
2023
Q3 | $3.72M | Sell |
14,053
-940
| -6% | -$249K | 0.02% | 341 |
|
|
2023
Q2 | $3.72M | Sell |
14,993
-929
| -6% | -$230K | 0.02% | 355 |
|
|
2023
Q1 | $3.64M | Sell |
15,922
-3,952
| -20% | -$903K | 0.02% | 359 |
|
|
2022
Q4 | $3.44M | Sell |
19,874
-3,694
| -16% | -$640K | 0.02% | 386 |
|
|
2022
Q3 | $3.5M | Sell |
23,568
-2,828
| -11% | -$420K | 0.02% | 387 |
|
|
2022
Q2 | $5.98M | Buy |
26,396
+1,374
| +5% | +$311K | 0.03% | 319 |
|
|
2022
Q1 | $5.79M | Buy |
25,022
+1,193
| +5% | +$276K | 0.03% | 344 |
|
|
2021
Q4 | $6.16M | Buy |
23,829
+3,386
| +17% | +$876K | 0.03% | 347 |
|
|
2021
Q3 | $4.48M | Buy |
20,443
+367
| +2% | +$80.5K | 0.02% | 390 |
|
|
2021
Q2 | $5.99M | Buy |
20,076
+3,227
| +19% | +$963K | 0.03% | 354 |
|
|
2021
Q1 | $4.79M | Sell |
16,849
-890
| -5% | -$253K | 0.03% | 367 |
|
|
2020
Q4 | $4.61M | Sell |
17,739
-2,310
| -12% | -$600K | 0.03% | 366 |
|
|
2020
Q3 | $5.04M | Sell |
20,049
-1,882
| -9% | -$473K | 0.03% | 343 |
|
|
2020
Q2 | $3.08M | Buy |
21,931
+222
| +1% | +$31.1K | 0.02% | 435 |
|
|
2020
Q1 | $2.63M | Sell |
21,709
-1,015
| -4% | -$123K | 0.02% | 447 |
|
|
2019
Q4 | $3.44M | Sell |
22,724
-196,945
| -90% | -$29.8M | 0.02% | 487 |
|
|
2019
Q3 | $32M | Buy |
219,669
+208,614
| +1,887% | +$30.4M | 0.22% | 102 |
|
|
2019
Q2 | $1.82M | Sell |
11,055
-1,398
| -11% | -$230K | 0.01% | 642 |
|
|
2019
Q1 | $2.26M | Sell |
12,453
-3,850
| -24% | -$698K | 0.02% | 563 |
|
|
2018
Q4 | $2.63M | Sell |
16,303
-800
| -5% | -$129K | 0.02% | 495 |
|
|
2018
Q3 | $4.12M | Sell |
17,103
-547
| -3% | -$132K | 0.03% | 470 |
|
|
2018
Q2 | $4.01M | Buy |
17,650
+49
| +0.3% | +$11.1K | 0.03% | 455 |
|
|
2018
Q1 | $4.23M | Buy |
17,601
+21
| +0.1% | +$5.04K | 0.03% | 437 |
|
|
2017
Q4 | $4.37M | Buy |
17,580
+220
| +1% | +$54.6K | 0.03% | 432 |
|
|
2017
Q3 | $3.92M | Sell |
17,360
-439
| -2% | -$99K | 0.03% | 431 |
|
|
2017
Q2 | $3.87M | Sell |
17,799
-1,649
| -8% | -$358K | 0.03% | 431 |
|
|
2017
Q1 | $3.8M | Sell |
19,448
-1,111
| -5% | -$217K | 0.04% | 425 |
|
|
2016
Q4 | $3.83M | Buy |
20,559
+12,731
| +163% | +$2.37M | 0.04% | 425 |
|
|
2016
Q3 | $1.37M | Buy |
7,828
+2,303
| +42% | +$402K | 0.01% | 692 |
|
|
2016
Q2 | $840K | Buy |
5,525
+530
| +11% | +$80.6K | 0.01% | 783 |
|
|
2016
Q1 | $813K | Sell |
4,995
-122
| -2% | -$19.9K | 0.01% | 755 |
|
|
2015
Q4 | $762K | Sell |
5,117
-1,588
| -24% | -$236K | 0.01% | 762 |
|
|
2015
Q3 | $965K | Sell |
6,705
-36,652
| -85% | -$5.28M | 0.01% | 701 |
|
|
2015
Q2 | $7.39M | Sell |
43,357
-857
| -2% | -$146K | 0.09% | 271 |
|
|
2015
Q1 | $7.5M | Buy |
44,214
+37,889
| +599% | +$6.42M | 0.09% | 269 |
|
|
2014
Q4 | $1.1M | Sell |
6,325
-1,553
| -20% | -$270K | 0.02% | 626 |
|
|
2014
Q3 | $1.27M | Buy |
+7,878
| New | +$1.27M | 0.02% | 548 |
|
|
2014
Q2 | – | Sell |
-8,842
| Closed | -$1.17M | – | 842 |
|
|
2014
Q1 | $1.17M | Buy |
8,842
+3,542
| +67% | +$469K | 0.03% | 446 |
|
|
2013
Q4 | $762K | Sell |
5,300
-6,450
| -55% | -$927K | 0.03% | 370 |
|
|
2013
Q3 | $1.34M | Sell |
11,750
-2,015
| -15% | -$230K | 0.04% | 304 |
|
|
2013
Q2 | $1.36M | Buy |
+13,765
| New | +$1.36M | 0.04% | 362 |
|