Valmark Advisers’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $499K | Sell |
2,195
-3
| -0.1% | -$682 | 0.01% | 444 |
|
2025
Q1 | $536K | Sell |
2,198
-38
| -2% | -$9.26K | 0.01% | 412 |
|
2024
Q4 | $629K | Buy |
2,236
+48
| +2% | +$13.5K | 0.01% | 381 |
|
2024
Q3 | $599K | Sell |
2,188
-30
| -1% | -$8.21K | 0.01% | 386 |
|
2024
Q2 | $665K | Buy |
2,218
+170
| +8% | +$51K | 0.01% | 350 |
|
2024
Q1 | $593K | Buy |
2,048
+309
| +18% | +$89.5K | 0.01% | 348 |
|
2023
Q4 | $440K | Buy |
1,739
+33
| +2% | +$8.35K | 0.01% | 366 |
|
2023
Q3 | $452K | Sell |
1,706
-100
| -6% | -$26.5K | 0.01% | 342 |
|
2023
Q2 | $448K | Hold |
1,806
| – | – | 0.01% | 348 |
|
2023
Q1 | $413K | Buy |
1,806
+10
| +0.6% | +$2.29K | 0.01% | 345 |
|
2022
Q4 | $311K | Sell |
1,796
-195
| -10% | -$33.8K | 0.01% | 362 |
|
2022
Q3 | $296K | Hold |
1,991
| – | – | 0.01% | 349 |
|
2022
Q2 | $451K | Sell |
1,991
-38
| -2% | -$8.61K | 0.01% | 304 |
|
2022
Q1 | $469K | Buy |
2,029
+30
| +2% | +$6.93K | 0.01% | 308 |
|
2021
Q4 | $517K | Buy |
+1,999
| New | +$517K | 0.01% | 277 |
|