Clifford Swan Investment Counsel’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $253K | Sell |
1,115
-26
| -2% | -$5.91K | 0.01% | 286 |
|
2025
Q1 | $278K | Buy |
1,141
+43
| +4% | +$10.5K | 0.01% | 271 |
|
2024
Q4 | $309K | Sell |
1,098
-229
| -17% | -$64.4K | 0.01% | 265 |
|
2024
Q3 | $363K | Sell |
1,327
-20
| -1% | -$5.47K | 0.01% | 255 |
|
2024
Q2 | $404K | Buy |
1,347
+298
| +28% | +$89.4K | 0.02% | 238 |
|
2024
Q1 | $304K | Buy |
1,049
+20
| +2% | +$5.8K | 0.01% | 264 |
|
2023
Q4 | $260K | Hold |
1,029
| – | – | 0.01% | 274 |
|
2023
Q3 | $273K | Sell |
1,029
-35
| -3% | -$9.27K | 0.01% | 259 |
|
2023
Q2 | $264K | Buy |
+1,064
| New | +$264K | 0.01% | 271 |
|
2022
Q3 | – | Sell |
-1,069
| Closed | -$242K | – | 312 |
|
2022
Q2 | $242K | Buy |
1,069
+2
| +0.2% | +$453 | 0.01% | 297 |
|
2022
Q1 | $247K | Buy |
1,067
+250
| +31% | +$57.9K | 0.01% | 302 |
|
2021
Q4 | $211K | Buy |
+817
| New | +$211K | 0.01% | 326 |
|
2021
Q3 | – | Sell |
-842
| Closed | -$232K | – | 330 |
|
2021
Q2 | $232K | Buy |
842
+25
| +3% | +$6.89K | 0.01% | 305 |
|
2021
Q1 | $232K | Hold |
817
| – | – | 0.01% | 306 |
|
2020
Q4 | $212K | Sell |
817
-100
| -11% | -$25.9K | 0.01% | 308 |
|
2020
Q3 | $231K | Buy |
+917
| New | +$231K | 0.01% | 285 |
|
2018
Q4 | – | Sell |
-950
| Closed | -$229K | – | 301 |
|
2018
Q3 | $229K | Sell |
950
-52
| -5% | -$12.5K | 0.01% | 290 |
|
2018
Q2 | $228K | Buy |
1,002
+152
| +18% | +$34.6K | 0.01% | 286 |
|
2018
Q1 | $204K | Sell |
850
-312
| -27% | -$74.9K | 0.01% | 298 |
|
2017
Q4 | $290K | Hold |
1,162
| – | – | 0.02% | 257 |
|
2017
Q3 | $262K | Buy |
+1,162
| New | +$262K | 0.02% | 270 |
|
2016
Q2 | – | Sell |
-4,694
| Closed | -$764K | – | 265 |
|
2016
Q1 | $764K | Sell |
4,694
-285
| -6% | -$46.4K | 0.05% | 159 |
|
2015
Q4 | $742K | Sell |
4,979
-139
| -3% | -$20.7K | 0.05% | 170 |
|
2015
Q3 | $737K | Sell |
5,118
-1,550
| -23% | -$223K | 0.05% | 160 |
|
2015
Q2 | $1.14M | Buy |
6,668
+330
| +5% | +$56.2K | 0.08% | 139 |
|
2015
Q1 | $1.05M | Buy |
6,338
+2,190
| +53% | +$362K | 0.07% | 136 |
|
2014
Q4 | $720K | Hold |
4,148
| – | – | 0.05% | 161 |
|
2014
Q3 | $670K | Buy |
4,148
+40
| +1% | +$6.46K | 0.05% | 161 |
|
2014
Q2 | $622K | Buy |
4,108
+610
| +17% | +$92.4K | 0.04% | 172 |
|
2014
Q1 | $464K | Buy |
+3,498
| New | +$464K | 0.03% | 188 |
|