Wealthspire Advisors (New York)’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
4,772
+151
| +3% | +$34.3K | 0.01% | 373 |
|
|
2025
Q1 | $1.13M | Sell |
4,621
-657
| -12% | -$160K | 0.01% | 357 |
|
|
2024
Q4 | $1.48M | Buy |
5,278
+75
| +1% | +$21.1K | 0.01% | 293 |
|
|
2024
Q3 | $1.42M | Buy |
5,203
+106
| +2% | +$29K | 0.01% | 309 |
|
|
2024
Q2 | $1.53M | Sell |
5,097
-719
| -12% | -$216K | 0.02% | 244 |
|
|
2024
Q1 | $1.69M | Sell |
5,816
-313
| -5% | -$90.7K | 0.02% | 229 |
|
|
2023
Q4 | $1.55M | Buy |
6,129
+946
| +18% | +$239K | 0.02% | 236 |
|
|
2023
Q3 | $1.37M | Buy |
5,183
+3,845
| +287% | +$1.02M | 0.02% | 223 |
|
|
2023
Q2 | $332K | Sell |
1,338
-27
| -2% | -$6.69K | 0.01% | 446 |
|
|
2023
Q1 | $312K | Sell |
1,365
-423
| -24% | -$96.7K | 0.01% | 429 |
|
|
2022
Q4 | $310K | Sell |
1,788
-2,149
| -55% | -$372K | 0.01% | 452 |
|
|
2022
Q3 | $585K | Buy |
3,937
+1,066
| +37% | +$158K | 0.01% | 306 |
|
|
2022
Q2 | $651K | Sell |
2,871
-52
| -2% | -$11.8K | 0.01% | 283 |
|
|
2022
Q1 | $676K | Sell |
2,923
-1,116
| -28% | -$258K | 0.02% | 229 |
|
|
2021
Q4 | $1.05M | Buy |
4,039
+1,034
| +34% | +$268K | 0.02% | 222 |
|
|
2021
Q3 | $659K | Buy |
3,005
+156
| +5% | +$34.2K | 0.01% | 309 |
|
|
2021
Q2 | $850K | Sell |
2,849
-1,840
| -39% | -$549K | 0.02% | 177 |
|
|
2021
Q1 | $1.33M | Buy |
4,689
+373
| +9% | +$106K | 0.03% | 220 |
|
|
2020
Q4 | $1.12M | Buy |
4,316
+2,987
| +225% | +$775K | 0.03% | 196 |
|
|
2020
Q3 | $334K | Buy |
+1,329
| New | +$334K | 0.02% | 223 |
|
|
2020
Q2 | – | Sell |
-5,838
| Closed | -$708K | – | 361 |
|
|
2020
Q1 | $708K | Buy |
+5,838
| New | +$708K | 0.03% | 245 |
|
|
2019
Q1 | – | Sell |
-149
| Closed | -$24K | – | 304 |
|
|
2018
Q4 | $24K | Buy |
+149
| New | +$24K | ﹤0.01% | 303 |
|