KLI
Kelman-Lazarov Inc’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
3,194
+153
| +5% | +$34.8K | 0.12% | 64 |
|
|
2025
Q1 | $741K | Sell |
3,041
-980
| -24% | -$239K | 0.13% | 59 |
|
|
2024
Q4 | $1.13M | Sell |
4,021
-1,379
| -26% | -$388K | 0.2% | 50 |
|
|
2024
Q3 | $1.48M | Sell |
5,400
-366
| -6% | -$100K | 0.25% | 43 |
|
|
2024
Q2 | $1.73M | Sell |
5,766
-118
| -2% | -$35.4K | 0.32% | 39 |
|
|
2024
Q1 | $1.7M | Sell |
5,884
-519
| -8% | -$150K | 0.33% | 37 |
|
|
2023
Q4 | $1.62M | Sell |
6,403
-154
| -2% | -$39K | 0.35% | 38 |
|
|
2023
Q3 | $1.74M | Sell |
6,557
-392
| -6% | -$104K | 0.41% | 31 |
|
|
2023
Q2 | $1.72M | Sell |
6,949
-1,596
| -19% | -$396K | 0.41% | 34 |
|
|
2023
Q1 | $1.95M | Sell |
8,545
-100
| -1% | -$22.8K | 0.51% | 28 |
|
|
2022
Q4 | $1.5M | Hold |
8,645
| – | – | 0.42% | 30 |
|
|
2022
Q3 | $1.28M | Sell |
8,645
-313
| -3% | -$46.5K | 0.44% | 25 |
|
|
2022
Q2 | $2.03M | Sell |
8,958
-194
| -2% | -$44K | 0.69% | 19 |
|
|
2022
Q1 | $2.12M | Hold |
9,152
| – | – | 0.7% | 18 |
|
|
2021
Q4 | $2.37M | Hold |
9,152
| – | – | 0.76% | 17 |
|
|
2021
Q3 | $2.01M | Hold |
9,152
| – | – | 0.7% | 17 |
|
|
2021
Q2 | $2.73M | Sell |
9,152
-309
| -3% | -$92.2K | 0.95% | 14 |
|
|
2021
Q1 | $2.69M | Hold |
9,461
| – | – | 0.96% | 16 |
|
|
2020
Q4 | $2.46M | Sell |
9,461
-91
| -1% | -$23.6K | 0.94% | 16 |
|
|
2020
Q3 | $2.4M | Sell |
9,552
-451
| -5% | -$113K | 1.09% | 15 |
|
|
2020
Q2 | $1.4M | Sell |
10,003
-3,648
| -27% | -$512K | 0.65% | 23 |
|
|
2020
Q1 | $1.66M | Sell |
13,651
-560
| -4% | -$67.9K | 0.89% | 19 |
|
|
2019
Q4 | $2.15M | Sell |
14,211
-1,007
| -7% | -$152K | 0.97% | 21 |
|
|
2019
Q3 | $2.22M | Sell |
15,218
-517
| -3% | -$75.3K | 1.09% | 19 |
|
|
2019
Q2 | $2.58M | Sell |
15,735
-1,944
| -11% | -$319K | 1.32% | 19 |
|
|
2019
Q1 | $3.21M | Sell |
17,679
-1,111
| -6% | -$202K | 1.69% | 15 |
|
|
2018
Q4 | $3.03M | Sell |
18,790
-1,449
| -7% | -$234K | 1.89% | 14 |
|
|
2018
Q3 | $4.87M | Sell |
20,239
-2,596
| -11% | -$625K | 2.85% | 8 |
|
|
2018
Q2 | $5.19M | Sell |
22,835
-1,757
| -7% | -$399K | 2.78% | 9 |
|
|
2018
Q1 | $5.91M | Sell |
24,592
-1,369
| -5% | -$329K | 3.17% | 6 |
|
|
2017
Q4 | $6.48M | Sell |
25,961
-573
| -2% | -$143K | 3.31% | 6 |
|
|
2017
Q3 | $5.99M | Sell |
26,534
-340
| -1% | -$76.7K | 3.16% | 6 |
|
|
2017
Q2 | $5.84M | Buy |
26,874
+1,435
| +6% | +$312K | 3.2% | 5 |
|
|
2017
Q1 | $4.96M | Sell |
25,439
-162
| -0.6% | -$31.6K | 3.2% | 5 |
|
|
2016
Q4 | $4.77M | Sell |
25,601
-3,070
| -11% | -$572K | 2.69% | 7 |
|
|
2016
Q3 | $4.98M | Buy |
28,671
+373
| +1% | +$64.8K | 2.82% | 5 |
|
|
2016
Q2 | $4.35M | Buy |
28,298
+436
| +2% | +$67.1K | 2.49% | 6 |
|
|
2016
Q1 | $4.56M | Buy |
+27,862
| New | +$4.56M | 2.67% | 4 |
|