Waverly 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 | $1.66M | Buy |
7,322
+593
| +9% | +$135K | 0.02% | 525 |
|
|
2025
Q1 | $1.64M | Buy |
6,729
+1,697
| +34% | +$414K | 0.02% | 517 |
|
|
2024
Q4 | $1.42M | Buy |
5,032
+1,278
| +34% | +$360K | 0.02% | 451 |
|
|
2024
Q3 | $1.03M | Sell |
3,754
-513
| -12% | -$140K | 0.02% | 442 |
|
|
2024
Q2 | $1.28M | Buy |
4,267
+745
| +21% | +$223K | 0.03% | 395 |
|
|
2024
Q1 | $1.02M | Buy |
3,522
+1,954
| +125% | +$566K | 0.02% | 361 |
|
|
2023
Q4 | $397K | Buy |
1,568
+342
| +28% | +$86.5K | 0.01% | 324 |
|
|
2023
Q3 | $325K | Buy |
1,226
+3
| +0.2% | +$795 | 0.01% | 313 |
|
|
2023
Q2 | $303K | Hold |
1,223
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $279K | Sell |
1,223
-142
| -10% | -$32.4K | 0.01% | 246 |
|
|
2022
Q4 | $236K | Buy |
1,365
+14
| +1% | +$2.43K | 0.01% | 243 |
|
|
2022
Q3 | $201K | Buy |
1,351
+183
| +16% | +$27.2K | 0.01% | 233 |
|
|
2022
Q2 | $265K | Buy |
1,168
+61
| +6% | +$13.8K | 0.02% | 177 |
|
|
2022
Q1 | $257K | Sell |
1,107
-319
| -22% | -$74.1K | 0.02% | 172 |
|
|
2021
Q4 | $331K | Buy |
1,426
+72
| +5% | +$16.7K | 0.03% | 151 |
|
|
2021
Q3 | $340K | Buy |
1,354
+31
| +2% | +$7.78K | 0.03% | 157 |
|
|
2021
Q2 | $367K | Buy |
1,323
+36
| +3% | +$9.99K | 0.03% | 138 |
|
|
2021
Q1 | $398K | Buy |
1,287
+113
| +10% | +$34.9K | 0.04% | 117 |
|
|
2020
Q4 | $299K | Buy |
1,174
+91
| +8% | +$23.2K | 0.03% | 121 |
|
|
2020
Q3 | $281K | Hold |
1,083
| – | – | 0.04% | 118 |
|
|
2020
Q2 | $221K | Buy |
+1,083
| New | +$221K | 0.03% | 129 |
|
|
2018
Q4 | – | Sell |
-1,583
| Closed | -$381K | – | 149 |
|
|
2018
Q3 | $381K | Hold |
1,583
| – | – | 0.06% | 139 |
|
|
2018
Q2 | $359K | Buy |
1,583
+100
| +7% | +$22.7K | 0.06% | 137 |
|
|
2018
Q1 | $356K | Buy |
1,483
+456
| +44% | +$109K | 0.06% | 136 |
|
|
2017
Q4 | $256K | Buy |
1,027
+136
| +15% | +$33.9K | 0.04% | 206 |
|
|
2017
Q3 | $201K | Buy |
+891
| New | +$201K | 0.04% | 224 |
|
|
2016
Q1 | – | Sell |
-1,900
| Closed | -$283K | – | 107 |
|
|
2015
Q4 | $283K | Buy |
1,900
+1,600
| +533% | +$238K | 0.12% | 94 |
|
|
2015
Q3 | $43K | Hold |
300
| – | – | 0.03% | 154 |
|
|
2015
Q2 | $51K | Buy |
+300
| New | +$51K | 0.03% | 137 |
|
|
2014
Q1 | – | Sell |
-1,934
| Closed | -$278K | – | 750 |
|
|
2013
Q4 | $278K | Buy |
1,934
+34
| +2% | +$4.89K | 0.1% | 121 |
|
|
2013
Q3 | $217K | Buy |
+1,900
| New | +$217K | 0.11% | 95 |
|