Rothschild Investment LLC’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
13,799
-1,431
| -9% | -$325K | 0.2% | 113 |
|
|
2025
Q1 | $3.71M | Sell |
15,230
-885
| -5% | -$216K | 0.25% | 95 |
|
|
2024
Q4 | $4.53M | Buy |
16,115
+99
| +0.6% | +$27.9K | 0.3% | 75 |
|
|
2024
Q3 | $4.38M | Buy |
16,016
+112
| +0.7% | +$30.7K | 0.29% | 80 |
|
|
2024
Q2 | $4.77M | Sell |
15,904
-532
| -3% | -$160K | 0.33% | 71 |
|
|
2024
Q1 | $4.76M | Sell |
16,436
-368
| -2% | -$107K | 0.34% | 72 |
|
|
2023
Q4 | $4.25M | Sell |
16,804
-491
| -3% | -$124K | 0.36% | 73 |
|
|
2023
Q3 | $4.58M | Buy |
17,295
+74
| +0.4% | +$19.6K | 0.39% | 71 |
|
|
2023
Q2 | $4.27M | Sell |
17,221
-418
| -2% | -$104K | 0.36% | 76 |
|
|
2023
Q1 | $4.03M | Sell |
17,639
-41
| -0.2% | -$9.37K | 0.35% | 74 |
|
|
2022
Q4 | $3.06M | Sell |
17,680
-4,423
| -20% | -$766K | 0.28% | 93 |
|
|
2022
Q3 | $3.28M | Buy |
22,103
+3,166
| +17% | +$470K | 0.32% | 83 |
|
|
2022
Q2 | $4.29M | Buy |
18,937
+2,869
| +18% | +$650K | 0.4% | 73 |
|
|
2022
Q1 | $3.72M | Buy |
16,068
+781
| +5% | +$181K | 0.29% | 93 |
|
|
2021
Q4 | $3.95M | Buy |
15,287
+976
| +7% | +$252K | 0.31% | 86 |
|
|
2021
Q3 | $3.14M | Buy |
14,311
+966
| +7% | +$212K | 0.26% | 96 |
|
|
2021
Q2 | $3.98M | Buy |
13,345
+864
| +7% | +$258K | 0.32% | 84 |
|
|
2021
Q1 | $3.55M | Buy |
12,481
+160
| +1% | +$45.4K | 0.31% | 90 |
|
|
2020
Q4 | $3.2M | Hold |
12,321
| – | – | 0.31% | 84 |
|
|
2020
Q3 | $3.1M | Buy |
12,321
+2,275
| +23% | +$572K | 0.34% | 80 |
|
|
2020
Q2 | $1.41M | Buy |
10,046
+473
| +5% | +$66.3K | 0.17% | 128 |
|
|
2020
Q1 | $1.16M | Buy |
9,573
+1,548
| +19% | +$188K | 0.15% | 147 |
|
|
2019
Q4 | $1.21M | Buy |
8,025
+4,615
| +135% | +$698K | 0.12% | 169 |
|
|
2019
Q3 | $496K | Hold |
3,410
| – | – | 0.06% | 253 |
|
|
2019
Q2 | $560K | Buy |
3,410
+575
| +20% | +$94.4K | 0.07% | 241 |
|
|
2019
Q1 | $514K | Sell |
2,835
-1,680
| -37% | -$305K | 0.06% | 248 |
|
|
2018
Q4 | $728K | Buy |
4,515
+20
| +0.4% | +$3.23K | 0.1% | 187 |
|
|
2018
Q3 | $1.08M | Buy |
4,495
+35
| +0.8% | +$8.43K | 0.13% | 157 |
|
|
2018
Q2 | $1.01M | Sell |
4,460
-55
| -1% | -$12.5K | 0.13% | 162 |
|
|
2018
Q1 | $1.08M | Sell |
4,515
-5,290
| -54% | -$1.27M | 0.14% | 159 |
|
|
2017
Q4 | $2.45M | Buy |
9,805
+175
| +2% | +$43.7K | 0.27% | 92 |
|
|
2017
Q3 | $2.17M | Sell |
9,630
-485
| -5% | -$109K | 0.25% | 97 |
|
|
2017
Q2 | $2.2M | Buy |
10,115
+135
| +1% | +$29.3K | 0.25% | 99 |
|
|
2017
Q1 | $1.95M | Buy |
9,980
+5
| +0.1% | +$976 | 0.23% | 112 |
|
|
2016
Q4 | $1.86M | Sell |
9,975
-345
| -3% | -$64.2K | 0.22% | 116 |
|
|
2016
Q3 | $1.8M | Buy |
10,320
+2,675
| +35% | +$467K | 0.22% | 120 |
|
|
2016
Q2 | $1.16M | Sell |
7,645
-175
| -2% | -$26.6K | 0.15% | 157 |
|
|
2016
Q1 | $1.27M | Buy |
7,820
+720
| +10% | +$117K | 0.16% | 148 |
|
|
2015
Q4 | $1.06M | Buy |
7,100
+550
| +8% | +$82K | 0.13% | 171 |
|
|
2015
Q3 | $943K | Sell |
6,550
-550
| -8% | -$79.2K | 0.12% | 184 |
|
|
2015
Q2 | $1.21M | Hold |
7,100
| – | – | 0.14% | 173 |
|
|
2015
Q1 | $1.18M | Buy |
7,100
+500
| +8% | +$82.7K | 0.14% | 164 |
|
|
2014
Q4 | $1.15M | Buy |
6,600
+1,175
| +22% | +$204K | 0.14% | 167 |
|
|
2014
Q3 | $876K | Hold |
5,425
| – | – | 0.11% | 204 |
|
|
2014
Q2 | $821K | Sell |
5,425
-825
| -13% | -$125K | 0.11% | 193 |
|
|
2014
Q1 | $828K | Sell |
6,250
-150
| -2% | -$19.9K | 0.11% | 189 |
|
|
2013
Q4 | $920K | Hold |
6,400
| – | – | 0.13% | 169 |
|
|
2013
Q3 | $730K | Buy |
6,400
+2,375
| +59% | +$271K | 0.11% | 194 |
|
|
2013
Q2 | $397K | Buy |
+4,025
| New | +$397K | 0.06% | 262 |
|