Bell & Brown Wealth 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 | $4.67M | Sell |
20,470
-103
| -0.5% | -$23.5K | 1.67% | 23 |
|
|
2025
Q1 | $5.02M | Buy |
20,573
+492
| +2% | +$120K | 1.96% | 20 |
|
|
2024
Q4 | $5.65M | Buy |
20,081
+454
| +2% | +$128K | 2.1% | 19 |
|
|
2024
Q3 | $5.37M | Sell |
19,627
-70
| -0.4% | -$19.2K | 2.1% | 17 |
|
|
2024
Q2 | $5.91M | Buy |
19,697
+80
| +0.4% | +$24K | 2.26% | 14 |
|
|
2024
Q1 | $5.68M | Sell |
19,617
-267
| -1% | -$77.4K | 2.43% | 17 |
|
|
2023
Q4 | $5.03M | Buy |
+19,884
| New | +$5.03M | 2.34% | 15 |
|
|
2023
Q2 | $5M | Buy |
20,169
+12
| +0.1% | +$2.98K | 2.5% | 12 |
|
|
2023
Q1 | $4.61M | Sell |
20,157
-105
| -0.5% | -$24K | 2.45% | 11 |
|
|
2022
Q4 | $3.51M | Buy |
20,262
+155
| +0.8% | +$26.8K | 1.93% | 21 |
|
|
2022
Q3 | $2.99M | Sell |
20,107
-55
| -0.3% | -$8.17K | 1.84% | 23 |
|
|
2022
Q2 | $4.57M | Sell |
20,162
-113
| -0.6% | -$25.6K | 2.44% | 11 |
|
|
2022
Q1 | $4.69M | Buy |
20,275
+69
| +0.3% | +$16K | 2.12% | 17 |
|
|
2021
Q4 | $4.95M | Buy |
20,206
+957
| +5% | +$235K | 2.39% | 15 |
|
|
2021
Q3 | $4.22M | Buy |
+19,249
| New | +$4.22M | 2.28% | 17 |
|
|
2020
Q3 | $5.47M | Sell |
19,274
-776
| -4% | -$220K | 3.96% | 2 |
|
|
2020
Q2 | $3.44M | Buy |
20,050
+422
| +2% | +$72.4K | 2.69% | 11 |
|
|
2020
Q1 | $2.29M | Buy |
19,628
+375
| +2% | +$43.8K | 2.13% | 18 |
|
|
2019
Q4 | $3.09M | Buy |
19,253
+1,737
| +10% | +$279K | 2.3% | 11 |
|
|
2019
Q3 | $2.48M | Buy |
17,516
+1,419
| +9% | +$201K | 2.03% | 16 |
|
|
2019
Q2 | $2.64M | Buy |
16,097
+969
| +6% | +$159K | 2.33% | 8 |
|
|
2019
Q1 | $2.74M | Buy |
15,128
+2,456
| +19% | +$445K | 2.5% | 5 |
|
|
2018
Q4 | $2.04M | Buy |
12,672
+1,774
| +16% | +$286K | 2.19% | 11 |
|
|
2018
Q3 | $2.4M | Buy |
10,898
+327
| +3% | +$72K | 2.23% | 8 |
|
|
2018
Q2 | $2.4M | Sell |
10,571
-190
| -2% | -$43.1K | 2.37% | 8 |
|
|
2018
Q1 | $2.65M | Sell |
10,761
-119
| -1% | -$29.3K | 2.79% | 3 |
|
|
2017
Q4 | $2.72M | Buy |
+10,880
| New | +$2.72M | 2.81% | 3 |
|