EP Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
12,207
+3,201
| +36% | +$728K | 0.02% | 355 |
|
|
2025
Q1 | $2.2M | Sell |
9,006
-453
| -5% | -$110K | 0.02% | 353 |
|
|
2024
Q4 | $2.66M | Sell |
9,459
-262
| -3% | -$73.7K | 0.02% | 309 |
|
|
2024
Q3 | $2.66M | Buy |
9,721
+5,892
| +154% | +$1.61M | 0.02% | 307 |
|
|
2024
Q2 | $1.15M | Buy |
3,829
+737
| +24% | +$221K | 0.01% | 367 |
|
|
2024
Q1 | $896K | Sell |
3,092
-423
| -12% | -$123K | 0.01% | 398 |
|
|
2023
Q4 | $889K | Buy |
3,515
+715
| +26% | +$181K | 0.01% | 384 |
|
|
2023
Q3 | $742K | Buy |
2,800
+830
| +42% | +$220K | 0.01% | 389 |
|
|
2023
Q2 | $657K | Sell |
1,970
-52,916
| -96% | -$17.7M | 0.01% | 410 |
|
|
2023
Q1 | $2.09M | Buy |
54,886
+52,234
| +1,970% | +$1.99M | 0.04% | 218 |
|
|
2022
Q4 | $459K | Buy |
+2,652
| New | +$459K | 0.01% | 396 |
|
|
2022
Q3 | – | Sell |
-112,449
| Closed | -$25.5M | – | 432 |
|
|
2022
Q2 | $25.5M | Buy |
112,449
+35,150
| +45% | +$7.97M | 0.57% | 49 |
|
|
2022
Q1 | $17.9M | Sell |
77,299
-13,070
| -14% | -$3.02M | 0.39% | 61 |
|
|
2021
Q4 | $23.4M | Buy |
90,369
+4,726
| +6% | +$1.22M | 0.55% | 45 |
|
|
2021
Q3 | $18.8M | Buy |
85,643
+10,518
| +14% | +$2.31M | 0.52% | 47 |
|
|
2021
Q2 | $22.4M | Buy |
75,125
+74,312
| +9,140% | +$22.2M | 0.62% | 43 |
|
|
2021
Q1 | $231K | Sell |
813
-7
| -0.9% | -$1.99K | 0.01% | 447 |
|
|
2020
Q4 | $213K | Buy |
820
+16
| +2% | +$4.16K | 0.01% | 398 |
|
|
2020
Q3 | $202K | Buy |
+804
| New | +$202K | 0.01% | 346 |
|
|
2018
Q4 | – | Sell |
-1,050
| Closed | -$253K | – | 276 |
|
|
2018
Q3 | $253K | Buy |
+1,050
| New | +$253K | 0.02% | 239 |
|
|
2017
Q2 | – | Sell |
-1,110
| Closed | -$217K | – | 182 |
|
|
2017
Q1 | $217K | Buy |
+1,110
| New | +$217K | 0.03% | 145 |
|