Lyell Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-842
| Closed | -$205K | – | 222 |
|
|
2025
Q1 | $205K | Hold |
842
| – | – | 0.02% | 198 |
|
|
2024
Q4 | $237K | Hold |
842
| – | – | 0.02% | 190 |
|
|
2024
Q3 | $230K | Hold |
842
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $252K | Hold |
842
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $244K | Sell |
842
-30
| -3% | -$8.69K | 0.02% | 185 |
|
|
2023
Q4 | $221K | Sell |
872
-20
| -2% | -$5.06K | 0.03% | 182 |
|
|
2023
Q3 | $236K | Hold |
892
| – | – | 0.03% | 164 |
|
|
2023
Q2 | $221K | Sell |
892
-1,775
| -67% | -$440K | 0.03% | 174 |
|
|
2023
Q1 | $609K | Sell |
2,667
-122
| -4% | -$27.9K | 0.09% | 133 |
|
|
2022
Q4 | $483K | Sell |
2,789
-14
| -0.5% | -$2.43K | 0.08% | 136 |
|
|
2022
Q3 | $416K | Sell |
2,803
-108
| -4% | -$16K | 0.07% | 135 |
|
|
2022
Q2 | $663K | Buy |
2,911
+8
| +0.3% | +$1.82K | 0.11% | 118 |
|
|
2022
Q1 | $674K | Buy |
2,903
+1,329
| +84% | +$309K | 0.09% | 125 |
|
|
2021
Q4 | $407K | Hold |
1,574
| – | – | 0.05% | 146 |
|
|
2021
Q3 | $346K | Sell |
1,574
-125
| -7% | -$27.5K | 0.04% | 149 |
|
|
2021
Q2 | $508K | Sell |
1,699
-39
| -2% | -$11.7K | 0.06% | 136 |
|
|
2021
Q1 | $495K | Sell |
1,738
-118
| -6% | -$33.6K | 0.07% | 130 |
|
|
2020
Q4 | $482K | Buy |
1,856
+74
| +4% | +$19.2K | 0.08% | 115 |
|
|
2020
Q3 | $450K | Sell |
1,782
-1,597
| -47% | -$403K | 0.08% | 97 |
|
|
2020
Q2 | $476K | Sell |
3,379
-890
| -21% | -$125K | 0.1% | 88 |
|
|
2020
Q1 | $520K | Sell |
4,269
-20
| -0.5% | -$2.44K | 0.16% | 83 |
|
|
2019
Q4 | $651K | Sell |
4,289
-972
| -18% | -$148K | 0.17% | 79 |
|
|
2019
Q3 | $770K | Sell |
5,261
-1,232
| -19% | -$180K | 0.23% | 71 |
|
|
2019
Q2 | $1.07M | Sell |
6,493
-510
| -7% | -$84K | 0.32% | 69 |
|
|
2019
Q1 | $1.28M | Sell |
7,003
-3,175
| -31% | -$579K | 0.43% | 64 |
|
|
2018
Q4 | $1.65M | Sell |
10,178
-3,107
| -23% | -$504K | 0.69% | 51 |
|
|
2018
Q3 | $3.21M | Buy |
13,285
+185
| +1% | +$44.7K | 1.08% | 43 |
|
|
2018
Q2 | $2.98M | Buy |
13,100
+160
| +1% | +$36.4K | 1.09% | 40 |
|
|
2018
Q1 | $3.11M | Buy |
12,940
+933
| +8% | +$224K | 1.15% | 43 |
|
|
2017
Q4 | $3M | Buy |
12,007
+700
| +6% | +$175K | 1.19% | 35 |
|
|
2017
Q3 | $2.56M | Buy |
11,307
+195
| +2% | +$44.1K | 1.1% | 38 |
|
|
2017
Q2 | $2.42M | Buy |
11,112
+3,900
| +54% | +$849K | 1.18% | 39 |
|
|
2017
Q1 | $1.41M | Buy |
7,212
+3,895
| +117% | +$762K | 0.76% | 53 |
|
|
2016
Q4 | $619K | Buy |
+3,317
| New | +$619K | 0.38% | 68 |
|