Clearstead Trust’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
1,399
-9
| -0.6% | -$2.05K | 0.06% | 137 |
|
|
2025
Q1 | $343K | Sell |
1,408
-35
| -2% | -$8.53K | 0.08% | 115 |
|
|
2024
Q4 | $406K | Buy |
1,443
+1,049
| +266% | +$295K | 0.09% | 102 |
|
|
2024
Q3 | $108K | Buy |
394
+16
| +4% | +$4.38K | 0.03% | 182 |
|
|
2024
Q2 | $113K | Hold |
378
| – | – | 0.03% | 173 |
|
|
2024
Q1 | $110K | Sell |
378
-2,130
| -85% | -$617K | 0.03% | 179 |
|
|
2023
Q4 | $634K | Buy |
+2,508
| New | +$634K | 0.17% | 78 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$4K | – | 185 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 177 |
|
|
2019
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 171 |
|
|
2019
Q1 | $6K | Sell |
30
-130
| -81% | -$26K | 0.01% | 171 |
|
|
2018
Q4 | $26K | Sell |
160
-251
| -61% | -$40.8K | 0.02% | 156 |
|
|
2018
Q3 | $99K | Buy |
411
+101
| +33% | +$24.3K | 0.08% | 114 |
|
|
2018
Q2 | $70K | Buy |
+310
| New | +$70K | 0.06% | 126 |
|
|
2018
Q1 | – | Sell |
-180
| Closed | -$45K | – | 145 |
|
|
2017
Q4 | $45K | Hold |
180
| – | – | 0.03% | 150 |
|
|
2017
Q3 | $41K | Hold |
180
| – | – | 0.03% | 161 |
|
|
2017
Q2 | $39K | Buy |
+180
| New | +$39K | 0.03% | 168 |
|