Caldwell Trust’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.9K | Buy |
400
+370
|
|
||||
|
2025
Q1 | $7.31K | Sell |
30
-25
|
|
||||
|
2024
Q4 | $15.5K | Hold |
55
|
|
||||
|
2024
Q3 | $15.1K | Sell |
55
-15
|
|
||||
|
2024
Q2 | $21K | Sell |
70
-25
|
|
||||
|
2024
Q1 | $27.5K | Sell |
95
-340
|
|
||||
|
2023
Q4 | $110K | Hold |
435
|
|
||||
|
2023
Q3 | $115K | Hold |
435
|
|
||||
|
2023
Q2 | $108K | Sell |
435
-30
|
|
||||
|
2023
Q1 | $106K | Hold |
465
|
|
||||
|
2022
Q4 | $80.5K | Sell |
465
-135
|
|
||||
|
2022
Q3 | $89.1K | Sell |
600
-70
|
|
||||
|
2022
Q2 | $152K | Sell |
670
-200
|
|
||||
|
2022
Q1 | $201K | Buy |
870
+25
|
|
||||
|
2021
Q4 | $219K | Buy |
845
+132
|
|
||||
|
2021
Q3 | $156K | Sell |
713
-70
|
|
||||
|
2021
Q2 | $234K | Sell |
783
-15
|
|
||||
|
2021
Q1 | $227K | Sell |
798
-20
|
|
||||
|
2020
Q4 | $212K | Buy |
818
+115
|
|
||||
|
2020
Q3 | $177K | Sell |
703
-50
|
|
||||
|
2020
Q2 | $106K | Sell |
753
-195
|
|
||||
|
2020
Q1 | $115K | Sell |
948
-405
|
|
||||
|
2019
Q4 | $205K | Buy |
+1,353
|
|