YHB Investment 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 | $250K | Sell |
1,102
-161
| -13% | -$36.6K | 0.02% | 276 |
|
|
2025
Q1 | $308K | Hold |
1,263
| – | – | 0.03% | 238 |
|
|
2024
Q4 | $355K | Sell |
1,263
-35
| -3% | -$9.85K | 0.03% | 216 |
|
|
2024
Q3 | $355K | Sell |
1,298
-107
| -8% | -$29.3K | 0.03% | 225 |
|
|
2024
Q2 | $421K | Hold |
1,405
| – | – | 0.04% | 212 |
|
|
2024
Q1 | $407K | Hold |
1,405
| – | – | 0.04% | 209 |
|
|
2023
Q4 | $355K | Sell |
1,405
-25
| -2% | -$6.32K | 0.03% | 214 |
|
|
2023
Q3 | $379K | Hold |
1,430
| – | – | 0.04% | 205 |
|
|
2023
Q2 | $354K | Hold |
1,430
| – | – | 0.03% | 214 |
|
|
2023
Q1 | $327K | Sell |
1,430
-80
| -5% | -$18.3K | 0.03% | 224 |
|
|
2022
Q4 | $262K | Sell |
1,510
-50
| -3% | -$8.66K | 0.03% | 240 |
|
|
2022
Q3 | $232K | Sell |
1,560
-310
| -17% | -$46.1K | 0.03% | 254 |
|
|
2022
Q2 | $424K | Hold |
1,870
| – | – | 0.04% | 195 |
|
|
2022
Q1 | $433K | Sell |
1,870
-420
| -18% | -$97.3K | 0.04% | 202 |
|
|
2021
Q4 | $592K | Sell |
2,290
-83
| -3% | -$21.5K | 0.05% | 199 |
|
|
2021
Q3 | $520K | Hold |
2,373
| – | – | 0.04% | 199 |
|
|
2021
Q2 | $708K | Hold |
2,373
| – | – | 0.06% | 185 |
|
|
2021
Q1 | $682K | Buy |
2,373
+10
| +0.4% | +$2.87K | 0.06% | 184 |
|
|
2020
Q4 | $613K | Buy |
2,363
+61
| +3% | +$15.8K | 0.06% | 184 |
|
|
2020
Q3 | $579K | Buy |
2,302
+125
| +6% | +$31.4K | 0.06% | 182 |
|
|
2020
Q2 | $305K | Sell |
2,177
-110
| -5% | -$15.4K | 0.04% | 150 |
|
|
2020
Q1 | $277K | Buy |
2,287
+104
| +5% | +$12.6K | 0.05% | 147 |
|
|
2019
Q4 | $330K | Sell |
2,183
-239
| -10% | -$36.1K | 0.05% | 149 |
|
|
2019
Q3 | $353K | Buy |
2,422
+909
| +60% | +$132K | 0.05% | 149 |
|
|
2019
Q2 | $248K | Sell |
1,513
-310
| -17% | -$50.8K | 0.04% | 169 |
|
|
2019
Q1 | $331K | Sell |
1,823
-142
| -7% | -$25.8K | 0.05% | 155 |
|
|
2018
Q4 | $317K | Sell |
1,965
-2,805
| -59% | -$453K | 0.06% | 147 |
|
|
2018
Q3 | $1.15M | Buy |
4,770
+305
| +7% | +$73.5K | 0.17% | 113 |
|
|
2018
Q2 | $1.01M | Buy |
4,465
+1,525
| +52% | +$346K | 0.17% | 115 |
|
|
2018
Q1 | $706K | Buy |
2,940
+1,525
| +108% | +$366K | 0.12% | 124 |
|
|
2017
Q4 | $353K | Buy |
+1,415
| New | +$353K | 0.06% | 151 |
|
|
2017
Q2 | – | Sell |
-1,135
| Closed | -$215K | – | 182 |
|
|
2017
Q1 | $215K | Sell |
1,135
-10
| -0.9% | -$1.89K | 0.04% | 170 |
|
|
2016
Q4 | $213K | Buy |
+1,145
| New | +$213K | 0.04% | 171 |
|