CA
Clearstead Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
6,473
+460
| +8% | +$105K | 0.02% | 369 |
|
|
2025
Q1 | $1.47M | Sell |
6,013
-2,877
| -32% | -$701K | 0.02% | 345 |
|
|
2024
Q4 | $2.5M | Sell |
8,890
-44
| -0.5% | -$12.4K | 0.04% | 259 |
|
|
2024
Q3 | $2.45M | Sell |
8,934
-197
| -2% | -$53.9K | 0.04% | 266 |
|
|
2024
Q2 | $2.74M | Buy |
9,131
+6,422
| +237% | +$1.93M | 0.05% | 240 |
|
|
2024
Q1 | $723K | Buy |
2,709
+14
| +0.5% | +$3.74K | 0.04% | 265 |
|
|
2023
Q4 | $682K | Sell |
2,695
-2,545
| -49% | -$644K | 0.04% | 268 |
|
|
2023
Q3 | $1.39M | Buy |
5,240
+3,329
| +174% | +$882K | 0.04% | 263 |
|
|
2023
Q2 | $474K | Buy |
1,911
+107
| +6% | +$26.5K | 0.03% | 299 |
|
|
2023
Q1 | $412K | Buy |
1,804
+6
| +0.3% | +$1.37K | 0.03% | 290 |
|
|
2022
Q4 | $311K | Sell |
1,798
-557
| -24% | -$96.5K | 0.02% | 325 |
|
|
2022
Q3 | $350K | Buy |
2,355
+612
| +35% | +$91K | 0.03% | 280 |
|
|
2022
Q2 | $395K | Buy |
1,743
+147
| +9% | +$33.3K | 0.03% | 281 |
|
|
2022
Q1 | $369K | Hold |
1,596
| – | – | 0.03% | 306 |
|
|
2021
Q4 | $413K | Buy |
1,596
+39
| +3% | +$10.1K | 0.03% | 278 |
|
|
2021
Q3 | $341K | Sell |
1,557
-27
| -2% | -$5.91K | 0.03% | 290 |
|
|
2021
Q2 | $473K | Buy |
1,584
+35
| +2% | +$10.5K | 0.04% | 236 |
|
|
2021
Q1 | $440K | Buy |
1,549
+75
| +5% | +$21.3K | 0.04% | 231 |
|
|
2020
Q4 | $383K | Buy |
1,474
+100
| +7% | +$26K | 0.03% | 233 |
|
|
2020
Q3 | $346K | Buy |
1,374
+5
| +0.4% | +$1.26K | 0.04% | 223 |
|
|
2020
Q2 | $192K | Hold |
1,369
| – | – | 0.02% | 267 |
|
|
2020
Q1 | $166K | Sell |
1,369
-100
| -7% | -$12.1K | 0.02% | 258 |
|
|
2019
Q4 | $222K | Sell |
1,469
-3
| -0.2% | -$453 | 0.03% | 263 |
|
|
2019
Q3 | $214K | Sell |
1,472
-112
| -7% | -$16.3K | 0.03% | 252 |
|
|
2019
Q2 | $260K | Hold |
1,584
| – | – | 0.03% | 235 |
|
|
2019
Q1 | $287K | Sell |
1,584
-54
| -3% | -$9.78K | 0.04% | 218 |
|
|
2018
Q4 | $264K | Hold |
1,638
| – | – | 0.04% | 210 |
|
|
2018
Q3 | $394K | Hold |
1,638
| – | – | 0.05% | 173 |
|
|
2018
Q2 | $372K | Hold |
1,638
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $393K | Hold |
1,638
| – | – | 0.06% | 157 |
|
|
2017
Q4 | $409K | Buy |
1,638
+125
| +8% | +$31.2K | 0.06% | 156 |
|
|
2017
Q3 | $341K | Sell |
1,513
-5
| -0.3% | -$1.13K | 0.04% | 185 |
|
|
2017
Q2 | $330K | Sell |
1,518
-51
| -3% | -$11.1K | 0.05% | 175 |
|
|
2017
Q1 | $306K | Buy |
+1,569
| New | +$306K | 0.04% | 174 |
|