EWM
Evercore Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,362
| Closed | -$383K | – | 419 |
|
|
2024
Q4 | $383K | Sell |
1,362
-14
| -1% | -$3.94K | 0.01% | 311 |
|
|
2024
Q3 | $377K | Sell |
1,376
-1,050
| -43% | -$287K | 0.01% | 312 |
|
|
2024
Q2 | $727K | Buy |
2,426
+150
| +7% | +$45K | 0.01% | 241 |
|
|
2024
Q1 | $659K | Sell |
2,276
-988
| -30% | -$286K | 0.01% | 252 |
|
|
2023
Q4 | $826K | Buy |
3,264
+463
| +17% | +$117K | 0.01% | 232 |
|
|
2023
Q3 | $742K | Sell |
2,801
-36
| -1% | -$9.54K | 0.01% | 232 |
|
|
2023
Q2 | $703K | Sell |
2,837
-1,263
| -31% | -$313K | 0.01% | 241 |
|
|
2023
Q1 | $937K | Sell |
4,100
-2,110
| -34% | -$482K | 0.02% | 220 |
|
|
2022
Q4 | $1.08M | Sell |
6,210
-39,393
| -86% | -$6.82M | 0.02% | 202 |
|
|
2022
Q3 | $6.77M | Sell |
45,603
-189,487
| -81% | -$28.1M | 0.15% | 74 |
|
|
2022
Q2 | $53.3M | Sell |
235,090
-3,153
| -1% | -$715K | 1.12% | 33 |
|
|
2022
Q1 | $55.1M | Buy |
238,243
+63,220
| +36% | +$14.6M | 0.97% | 37 |
|
|
2021
Q4 | $45.3M | Sell |
175,023
-13,379
| -7% | -$3.46M | 0.74% | 41 |
|
|
2021
Q3 | $41.3M | Buy |
188,402
+2,753
| +1% | +$604K | 0.75% | 42 |
|
|
2021
Q2 | $55.4M | Buy |
185,649
+39,368
| +27% | +$11.7M | 1.01% | 38 |
|
|
2021
Q1 | $41.6M | Buy |
146,281
+143,793
| +5,779% | +$40.8M | 0.82% | 41 |
|
|
2020
Q4 | $646K | Buy |
2,488
+961
| +63% | +$250K | 0.01% | 259 |
|
|
2020
Q3 | $384K | Buy |
1,527
+12
| +0.8% | +$3.02K | 0.01% | 292 |
|
|
2020
Q2 | $212K | Sell |
1,515
-275
| -15% | -$38.5K | 0.01% | 357 |
|
|
2020
Q1 | $217K | Sell |
1,790
-1,418
| -44% | -$172K | 0.01% | 334 |
|
|
2019
Q4 | $485K | Buy |
3,208
+195
| +6% | +$29.5K | 0.01% | 282 |
|
|
2019
Q3 | $439K | Sell |
3,013
-656
| -18% | -$95.6K | 0.01% | 282 |
|
|
2019
Q2 | $603K | Buy |
3,669
+181
| +5% | +$29.7K | 0.02% | 257 |
|
|
2019
Q1 | $633K | Buy |
3,488
+605
| +21% | +$110K | 0.02% | 245 |
|
|
2018
Q4 | $465K | Sell |
2,883
-2,262
| -44% | -$365K | 0.02% | 255 |
|
|
2018
Q3 | $1.24M | Buy |
5,145
+837
| +19% | +$202K | 0.04% | 177 |
|
|
2018
Q2 | $978K | Buy |
4,308
+1,875
| +77% | +$426K | 0.03% | 201 |
|
|
2018
Q1 | $584K | Sell |
2,433
-230
| -9% | -$55.2K | 0.02% | 225 |
|
|
2017
Q4 | $664K | Hold |
2,663
| – | – | 0.02% | 228 |
|
|
2017
Q3 | $601K | Sell |
2,663
-10
| -0.4% | -$2.26K | 0.02% | 232 |
|
|
2017
Q2 | $581K | Sell |
2,673
-195
| -7% | -$42.4K | 0.02% | 237 |
|
|
2017
Q1 | $560K | Sell |
2,868
-300
| -9% | -$58.6K | 0.02% | 249 |
|
|
2016
Q4 | $590K | Buy |
3,168
+238
| +8% | +$44.3K | 0.02% | 240 |
|
|
2016
Q3 | $511K | Buy |
2,930
+389
| +15% | +$67.8K | 0.02% | 245 |
|
|
2016
Q2 | $385K | Sell |
2,541
-124
| -5% | -$18.8K | 0.02% | 272 |
|
|
2016
Q1 | $433K | Sell |
2,665
-500
| -16% | -$81.2K | 0.02% | 257 |
|
|
2015
Q4 | $472K | Buy |
3,165
+231
| +8% | +$34.4K | 0.02% | 257 |
|
|
2015
Q3 | $422K | Sell |
2,934
-151
| -5% | -$21.7K | 0.02% | 276 |
|
|
2015
Q2 | $525K | Sell |
3,085
-46
| -1% | -$7.83K | 0.02% | 266 |
|
|
2015
Q1 | $518K | Buy |
3,131
+703
| +29% | +$116K | 0.02% | 269 |
|
|
2014
Q4 | $422K | Sell |
2,428
-467
| -16% | -$81.2K | 0.02% | 266 |
|
|
2014
Q3 | $467K | Hold |
2,895
| – | – | 0.02% | 266 |
|
|
2014
Q2 | $439K | Sell |
2,895
-253
| -8% | -$38.4K | 0.02% | 285 |
|
|
2014
Q1 | $419K | Sell |
3,148
-1,172
| -27% | -$156K | 0.02% | 279 |
|
|
2013
Q4 | $622K | Sell |
4,320
-1,535
| -26% | -$221K | 0.03% | 236 |
|
|
2013
Q3 | $667K | Sell |
5,855
-165
| -3% | -$18.8K | 0.04% | 249 |
|
|
2013
Q2 | $595K | Buy |
+6,020
| New | +$595K | 0.03% | 259 |
|