Exencial Wealth Advisors’s FedEx FDX Stock Holding History

Exencial Wealth Advisors’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Sell	5,734 -63	-1%	-$14.3K	0.05%	257
2025 Q1	$1.41M	Sell	5,797 -8	-0.1%	-$1.95K	0.05%	248
2024 Q4	$1.63M	Buy	5,805 +10	+0.2%	+$2.81K	0.06%	234
2024 Q3	$1.59M	Buy	5,795 +37	+0.6%	+$10.1K	0.06%	238
2024 Q2	$1.73M	Sell	5,758 -242	-4%	-$72.6K	0.06%	218
2024 Q1	$1.74M	Sell	6,000 -163	-3%	-$47.2K	0.06%	221
2023 Q4	$1.56M	Sell	6,163 -34	-0.5%	-$8.6K	0.06%	217
2023 Q3	$1.64M	Sell	6,197 -733	-11%	-$194K	0.08%	193
2023 Q2	$1.72M	Buy	6,930 +23	+0.3%	+$5.7K	0.08%	193
2023 Q1	$1.58M	Sell	6,907 -800	-10%	-$183K	0.08%	183
2022 Q4	$1.33M	Buy	7,707 +1,093	+17%	+$189K	0.07%	199
2022 Q3	$982K	Buy	6,614 +106	+2%	+$15.7K	0.06%	208
2022 Q2	$1.48M	Buy	6,508 +764	+13%	+$173K	0.08%	190
2022 Q1	$1.33M	Buy	5,744 +32	+0.6%	+$7.4K	0.07%	211
2021 Q4	$1.48M	Sell	5,712 -14,281	-71%	-$3.69M	0.07%	202
2021 Q3	$4.38M	Sell	19,993 -4,633	-19%	-$1.02M	0.19%	113
2021 Q2	$7.35M	Sell	24,626 -11,037	-31%	-$3.29M	0.4%	89
2021 Q1	$10.1M	Buy	35,663 +1,806	+5%	+$513K	0.6%	42
2020 Q4	$8.79M	Sell	33,857 -48,630	-59%	-$12.6M	0.6%	47
2020 Q3	$20.7M	Buy	82,487 +41,158	+100%	+$10.4M	1.1%	20
2020 Q2	$5.8M	Buy	41,329 +35,940	+667%	+$5.04M	0.5%	59
2020 Q1	$654K	Sell	5,389 -613	-10%	-$74.4K	0.12%	136
2019 Q4	$908K	Buy	6,002 +24	+0.4%	+$3.63K	0.16%	123
2019 Q3	$870K	Sell	5,978 -1,203	-17%	-$175K	0.19%	117
2019 Q2	$1.18M	Hold	7,181	–	–	0.28%	90
2019 Q1	$1.3M	Buy	7,181 +170	+2%	+$30.8K	0.31%	84
2018 Q4	$1.13M	Sell	7,011 -1,872	-21%	-$302K	0.3%	86
2018 Q3	$2.14M	Buy	8,883 +259	+3%	+$62.4K	0.5%	64
2018 Q2	$1.96M	Buy	8,624 +106	+1%	+$24.1K	0.55%	61
2018 Q1	$2.05M	Buy	8,518 +40	+0.5%	+$9.6K	0.61%	57
2017 Q4	$2.12M	Sell	8,478 -119	-1%	-$29.7K	0.64%	55
2017 Q3	$1.94M	Buy	+8,597	New	+$1.94M	0.64%	54