AllSquare Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $87K | Hold |
369
| – | – | 0.05% | 169 |
|
|
2025
Q2 | $83.9K | Hold |
369
| – | – | 0.05% | 170 |
|
|
2025
Q1 | $90K | Hold |
369
| – | – | 0.05% | 156 |
|
|
2024
Q4 | $104K | Hold |
369
| – | – | 0.06% | 147 |
|
|
2024
Q3 | $101K | Hold |
369
| – | – | 0.06% | 151 |
|
|
2024
Q2 | $111K | Hold |
369
| – | – | 0.07% | 136 |
|
|
2024
Q1 | $107K | Hold |
369
| – | – | 0.06% | 148 |
|
|
2023
Q4 | $93.3K | Hold |
369
| – | – | 0.06% | 149 |
|
|
2023
Q3 | $97.8K | Hold |
369
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $83.4K | Hold |
369
| – | – | 0.05% | 160 |
|
|
2023
Q1 | $84.3K | Hold |
369
| – | – | 0.05% | 160 |
|
|
2022
Q4 | $63.9K | Hold |
369
| – | – | 0.04% | 179 |
|
|
2022
Q3 | $55K | Hold |
369
| – | – | 0.04% | 178 |
|
|
2022
Q2 | $84K | Hold |
369
| – | – | 0.06% | 148 |
|
|
2022
Q1 | $85K | Hold |
369
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $95K | Hold |
369
| – | – | 0.06% | 156 |
|
|
2021
Q3 | $81K | Hold |
369
| – | – | 0.05% | 175 |
|
|
2021
Q2 | $110K | Hold |
369
| – | – | 0.06% | 145 |
|
|
2021
Q1 | $105K | Hold |
369
| – | – | 0.06% | 143 |
|
|
2020
Q4 | $96K | Hold |
369
| – | – | 0.06% | 141 |
|
|
2020
Q3 | $93K | Hold |
369
| – | – | 0.07% | 133 |
|
|
2020
Q2 | $52K | Hold |
369
| – | – | 0.04% | 175 |
|
|
2020
Q1 | $45K | Hold |
369
| – | – | 0.04% | 170 |
|
|
2019
Q4 | $56K | Hold |
369
| – | – | 0.04% | 174 |
|
|
2019
Q3 | $54K | Hold |
369
| – | – | 0.04% | 179 |
|
|
2019
Q2 | $61K | Hold |
369
| – | – | 0.05% | 167 |
|
|
2019
Q1 | $67K | Hold |
369
| – | – | 0.05% | 155 |
|
|
2018
Q4 | $60K | Hold |
369
| – | – | 0.05% | 149 |
|
|
2018
Q3 | $89K | Hold |
369
| – | – | 0.07% | 129 |
|
|
2018
Q2 | $84K | Hold |
369
| – | – | 0.06% | 133 |
|
|
2018
Q1 | $89K | Hold |
369
| – | – | 0.07% | 115 |
|
|
2017
Q4 | $92K | Hold |
369
| – | – | 0.07% | 109 |
|
|
2017
Q3 | $83K | Buy |
+369
| New | +$78.6K | 0.07% | 111 |
|
|
2017
Q2 | – | Sell |
-369
| Closed | -$72K | – | 236 |
|
|
2017
Q1 | $72K | Hold |
369
| – | – | 0.06% | 112 |
|
|
2016
Q4 | $69K | Hold |
369
| – | – | 0.06% | 115 |
|
|
2016
Q3 | $64K | Sell |
369
-31
| -8% | -$5.08K | 0.06% | 109 |
|
|
2016
Q2 | $61K | Hold |
400
| – | – | 0.06% | 104 |
|
|
2016
Q1 | $65K | Hold |
400
| – | – | 0.06% | 99 |
|
|
2015
Q4 | $60K | Hold |
400
| – | – | 0.06% | 105 |
|
|
2015
Q3 | $58K | Sell |
400
-64
| -14% | -$10.2K | 0.06% | 103 |
|
|
2015
Q2 | $79K | Hold |
464
| – | – | 0.07% | 95 |
|
|
2015
Q1 | $77K | Hold |
464
| – | – | 0.07% | 99 |
|
|
2014
Q4 | $81K | Buy |
+464
| New | +$78.5K | 0.08% | 92 |
|
Other funds holding FDX
AllSquare Wealth Management's FDX Position: Q3 2025 in Review
AllSquare Wealth Management held its FedEx (FDX) position steady in Q3 2025 at 369 shares worth $87K. The position accounts for 0.05% of the portfolio, ranked #169.
AllSquare Wealth Management first reported a position in FDX in Q4 2014 and has held it in 43 quarters since. The position peaked at $111K in Q2 2024. 1,679 funds tracked by Wall St. Rank hold FDX as of Q3 2025.
- AllSquare Wealth Management held 369 shares of FedEx worth $87K as of Q3 2025.
- AllSquare Wealth Management left its FedEx share count unchanged in Q3 2025.
- FedEx made up 0.05% of AllSquare Wealth Management's portfolio in Q3 2025, its #169 holding.
- AllSquare Wealth Management first reported a position in FedEx in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's FedEx position peaked at $111K in Q2 2024.
- 1,679 funds tracked by Wall St. Rank held FedEx as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.