LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Hold |
475
| – | – | ﹤0.01% | 338 |
|
|
2025
Q1 | $100K | Hold |
475
| – | – | ﹤0.01% | 331 |
|
|
2024
Q4 | $134K | Hold |
475
| – | – | ﹤0.01% | 323 |
|
|
2024
Q3 | $130K | Sell |
475
-118
| -20% | -$32.2K | ﹤0.01% | 320 |
|
|
2024
Q2 | $186K | Buy |
593
+68
| +13% | +$21.3K | ﹤0.01% | 281 |
|
|
2024
Q1 | $142K | Hold |
525
| – | – | ﹤0.01% | 302 |
|
|
2023
Q4 | $127K | Hold |
525
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $130K | Sell |
525
-20
| -4% | -$4.95K | ﹤0.01% | 324 |
|
|
2023
Q2 | $135K | Sell |
545
-975
| -64% | -$242K | ﹤0.01% | 332 |
|
|
2023
Q1 | $347K | Sell |
1,520
-68
| -4% | -$15.5K | ﹤0.01% | 228 |
|
|
2022
Q4 | $275K | Sell |
1,588
-249
| -14% | -$43.1K | ﹤0.01% | 249 |
|
|
2022
Q3 | $273K | Sell |
1,837
-236
| -11% | -$35.1K | ﹤0.01% | 256 |
|
|
2022
Q2 | $470K | Buy |
2,073
+344
| +20% | +$78K | 0.01% | 214 |
|
|
2022
Q1 | $400K | Buy |
1,729
+465
| +37% | +$108K | ﹤0.01% | 229 |
|
|
2021
Q4 | $327K | Sell |
1,264
-200
| -14% | -$51.7K | ﹤0.01% | 255 |
|
|
2021
Q3 | $321K | Sell |
1,464
-37
| -2% | -$8.11K | ﹤0.01% | 252 |
|
|
2021
Q2 | $448K | Sell |
1,501
-17
| -1% | -$5.07K | ﹤0.01% | 234 |
|
|
2021
Q1 | $431K | Sell |
1,518
-13
| -0.8% | -$3.69K | ﹤0.01% | 225 |
|
|
2020
Q4 | $397K | Buy |
1,531
+317
| +26% | +$82.2K | ﹤0.01% | 227 |
|
|
2020
Q3 | $305K | Sell |
1,214
-125
| -9% | -$31.4K | ﹤0.01% | 229 |
|
|
2020
Q2 | $188K | Sell |
1,339
-5,535
| -81% | -$777K | ﹤0.01% | 253 |
|
|
2020
Q1 | $834K | Sell |
6,874
-230
| -3% | -$27.9K | 0.01% | 138 |
|
|
2019
Q4 | $1.07M | Sell |
7,104
-24,560
| -78% | -$3.71M | 0.01% | 151 |
|
|
2019
Q3 | $4.61M | Sell |
31,664
-8,556
| -21% | -$1.25M | 0.07% | 85 |
|
|
2019
Q2 | $6.6M | Sell |
40,220
-14,747
| -27% | -$2.42M | 0.1% | 80 |
|
|
2019
Q1 | $9.97M | Sell |
54,967
-6,357
| -10% | -$1.15M | 0.15% | 69 |
|
|
2018
Q4 | $9.89M | Buy |
61,324
+28,525
| +87% | +$4.6M | 0.18% | 67 |
|
|
2018
Q3 | $7.9M | Buy |
32,799
+13,750
| +72% | +$3.31M | 0.13% | 82 |
|
|
2018
Q2 | $4.33M | Buy |
19,049
+277
| +1% | +$62.9K | 0.08% | 93 |
|
|
2018
Q1 | $4.51M | Buy |
18,772
+12,445
| +197% | +$2.99M | 0.08% | 95 |
|
|
2017
Q4 | $1.58M | Buy |
6,327
+165
| +3% | +$41.2K | 0.03% | 139 |
|
|
2017
Q3 | $1.39M | Buy |
6,162
+177
| +3% | +$39.9K | 0.03% | 139 |
|
|
2017
Q2 | $1.25M | Sell |
5,985
-25
| -0.4% | -$5.2K | 0.02% | 142 |
|
|
2017
Q1 | $1.17M | Hold |
6,010
| – | – | 0.02% | 144 |
|
|
2016
Q4 | $1.12M | Sell |
6,010
-1,615
| -21% | -$301K | 0.02% | 145 |
|
|
2016
Q3 | $1.33M | Buy |
7,625
+125
| +2% | +$21.8K | 0.03% | 138 |
|
|
2016
Q2 | $1.14M | Hold |
7,500
| – | – | 0.03% | 142 |
|
|
2016
Q1 | $1.22M | Hold |
7,500
| – | – | 0.03% | 137 |
|
|
2015
Q4 | $1.12M | Hold |
7,500
| – | – | 0.03% | 148 |
|
|
2015
Q3 | $1.28M | Hold |
7,500
| – | – | 0.03% | 141 |
|
|
2015
Q2 | $1.28M | Sell |
7,500
-550
| -7% | -$93.7K | 0.03% | 141 |
|
|
2015
Q1 | $1.33M | Hold |
8,050
| – | – | 0.03% | 140 |
|
|
2014
Q4 | $1.4M | Hold |
8,050
| – | – | 0.04% | 134 |
|
|
2014
Q3 | $1.3M | Sell |
8,050
-200
| -2% | -$32.3K | 0.04% | 131 |
|
|
2014
Q2 | $1.25M | Sell |
8,250
-137
| -2% | -$20.7K | 0.03% | 135 |
|
|
2014
Q1 | $1.11M | Buy |
8,387
+586
| +8% | +$77.7K | 0.03% | 143 |
|
|
2013
Q4 | $1.12M | Sell |
7,801
-90
| -1% | -$12.9K | 0.03% | 139 |
|
|
2013
Q3 | $900K | Buy |
7,891
+1,000
| +15% | +$114K | 0.03% | 151 |
|
|
2013
Q2 | $679K | Buy |
+6,891
| New | +$679K | 0.02% | 174 |
|