Caldwell Trust’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 | $94.3K | Hold |
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|
2025
Q2 | $90.9K | Buy |
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|
2025
Q1 | $7.31K | Sell |
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|
2024
Q4 | $15.5K | Hold |
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|
2024
Q3 | $15.1K | Sell |
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|
2024
Q2 | $21K | Sell |
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|
2024
Q1 | $27.5K | Sell |
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|
2023
Q4 | $110K | Hold |
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $80.5K | Sell |
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|
2022
Q3 | $89.1K | Sell |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $156K | Sell |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | $177K | Sell |
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|
2020
Q2 | $106K | Sell |
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|
2020
Q1 | $115K | Sell |
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|
2019
Q4 | $205K | Buy |
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