LeJeune Puetz Investment Counsel’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.24M | Sell |
9,798
-2,174
| -18% | -$497K | 0.8% | 42 |
|
|
2022
Q4 | $2.07M | Hold |
11,972
| – | – | 0.77% | 42 |
|
|
2022
Q3 | $1.78M | Buy |
11,972
+1,895
| +19% | +$281K | 0.73% | 44 |
|
|
2022
Q2 | $2.28M | Buy |
10,077
+1,397
| +16% | +$317K | 0.89% | 34 |
|
|
2022
Q1 | $2.01M | Buy |
8,680
+40
| +0.5% | +$9.25K | 0.7% | 45 |
|
|
2021
Q4 | $2.24M | Buy |
8,640
+300
| +4% | +$77.6K | 0.75% | 43 |
|
|
2021
Q3 | $1.83M | Hold |
8,340
| – | – | 0.67% | 48 |
|
|
2021
Q2 | $2.49M | Sell |
8,340
-200
| -2% | -$59.7K | 0.92% | 38 |
|
|
2021
Q1 | $2.43M | Hold |
8,540
| – | – | 0.95% | 36 |
|
|
2020
Q4 | $2.22M | Hold |
8,540
| – | – | 0.96% | 35 |
|
|
2020
Q3 | $2.15M | Sell |
8,540
-75
| -0.9% | -$18.9K | 1.05% | 29 |
|
|
2020
Q2 | $1.21M | Buy |
8,615
+300
| +4% | +$42.1K | 0.63% | 57 |
|
|
2020
Q1 | $1.01M | Buy |
8,315
+2,900
| +54% | +$352K | 0.59% | 61 |
|
|
2019
Q4 | $819K | Sell |
5,415
-125
| -2% | -$18.9K | 0.38% | 77 |
|
|
2019
Q3 | $806K | Buy |
5,540
+200
| +4% | +$29.1K | 0.41% | 76 |
|
|
2019
Q2 | $877K | Buy |
5,340
+350
| +7% | +$57.5K | 0.45% | 69 |
|
|
2019
Q1 | $905K | Buy |
4,990
+1,875
| +60% | +$340K | 0.49% | 62 |
|
|
2018
Q4 | $503K | Hold |
3,115
| – | – | 0.31% | 86 |
|
|
2018
Q3 | $750K | Hold |
3,115
| – | – | 0.43% | 72 |
|
|
2018
Q2 | $707K | Hold |
3,115
| – | – | 0.44% | 71 |
|
|
2018
Q1 | $748K | Sell |
3,115
-75
| -2% | -$18K | 0.46% | 76 |
|
|
2017
Q4 | $796K | Hold |
3,190
| – | – | 0.49% | 72 |
|
|
2017
Q3 | $720K | Sell |
3,190
-40
| -1% | -$9.03K | 0.46% | 76 |
|
|
2017
Q2 | $702K | Hold |
3,230
| – | – | 0.48% | 74 |
|
|
2017
Q1 | $630K | Hold |
3,230
| – | – | 0.45% | 80 |
|
|
2016
Q4 | $601K | Buy |
+3,230
| New | +$601K | 0.46% | 78 |
|