EFS
Essex Financial Services’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
1,431
+146
| +11% | +$33.2K | 0.02% | 523 |
|
|
2025
Q1 | $313K | Sell |
1,285
-43
| -3% | -$10.5K | 0.02% | 485 |
|
|
2024
Q4 | $374K | Sell |
1,328
-42
| -3% | -$11.8K | 0.03% | 439 |
|
|
2024
Q3 | $370K | Sell |
1,370
-270
| -16% | -$72.9K | 0.03% | 445 |
|
|
2024
Q2 | $457K | Buy |
1,640
+96
| +6% | +$26.7K | 0.03% | 390 |
|
|
2024
Q1 | $447K | Buy |
1,544
+86
| +6% | +$24.9K | 0.04% | 346 |
|
|
2023
Q4 | $369K | Buy |
1,458
+9
| +0.6% | +$2.28K | 0.04% | 356 |
|
|
2023
Q3 | $384K | Buy |
1,449
+5
| +0.3% | +$1.32K | 0.04% | 329 |
|
|
2023
Q2 | $358K | Buy |
1,444
+11
| +0.8% | +$2.73K | 0.04% | 333 |
|
|
2023
Q1 | $327K | Sell |
1,433
-44
| -3% | -$10.1K | 0.03% | 360 |
|
|
2022
Q4 | $255K | Buy |
1,477
+1
| +0.1% | +$173 | 0.03% | 403 |
|
|
2022
Q3 | $219K | Sell |
1,476
-1
| -0.1% | -$148 | 0.03% | 418 |
|
|
2022
Q2 | $335K | Buy |
1,477
+378
| +34% | +$85.7K | 0.04% | 335 |
|
|
2022
Q1 | $254K | Sell |
1,099
-307
| -22% | -$71K | 0.02% | 417 |
|
|
2021
Q4 | $364K | Buy |
1,406
+287
| +26% | +$74.3K | 0.04% | 335 |
|
|
2021
Q3 | $245K | Buy |
1,119
+200
| +22% | +$43.8K | 0.03% | 395 |
|
|
2021
Q2 | $261K | Hold |
919
| – | – | 0.04% | 357 |
|
|
2021
Q1 | $261K | Sell |
919
-63
| -6% | -$17.9K | 0.05% | 290 |
|
|
2020
Q4 | $255K | Sell |
982
-77
| -7% | -$20K | 0.05% | 266 |
|
|
2020
Q3 | $266K | Buy |
+1,059
| New | +$266K | 0.07% | 227 |
|
|
2019
Q3 | – | Sell |
-1,288
| Closed | -$212K | – | 255 |
|
|
2019
Q2 | $212K | Sell |
1,288
-15
| -1% | -$2.47K | 0.06% | 221 |
|
|
2019
Q1 | $236K | Buy |
+1,303
| New | +$236K | 0.07% | 202 |
|
|
2018
Q4 | – | Sell |
-1,385
| Closed | -$334K | – | 263 |
|
|
2018
Q3 | $334K | Buy |
1,385
+18
| +1% | +$4.34K | 0.07% | 202 |
|
|
2018
Q2 | $310K | Sell |
1,367
-16
| -1% | -$3.63K | 0.07% | 207 |
|
|
2018
Q1 | $332K | Sell |
1,383
-28
| -2% | -$6.72K | 0.07% | 249 |
|
|
2017
Q4 | $352K | Hold |
1,411
| – | – | 0.08% | 190 |
|
|
2017
Q3 | $318K | Buy |
1,411
+176
| +14% | +$39.7K | 0.08% | 205 |
|
|
2017
Q2 | $268K | Sell |
1,235
-100
| -7% | -$21.7K | 0.06% | 285 |
|
|
2017
Q1 | $261K | Buy |
1,335
+172
| +15% | +$33.6K | 0.06% | 271 |
|
|
2016
Q4 | $217K | Buy |
+1,163
| New | +$217K | 0.05% | 294 |
|
|
2016
Q2 | – | Sell |
-1,234
| Closed | -$201K | – | 309 |
|
|
2016
Q1 | $201K | Buy |
+1,234
| New | +$201K | 0.05% | 291 |
|