SVB Wealth’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 |
-1,108
| Closed | -$270K | – | 910 |
|
2025
Q1 | $270K | Buy |
1,108
+12
| +1% | +$2.93K | 0.01% | 274 |
|
2024
Q4 | $308K | Buy |
+1,096
| New | +$308K | 0.01% | 546 |
|
2024
Q3 | – | Sell |
-1,331
| Closed | -$399K | – | 217 |
|
2024
Q2 | $399K | Sell |
1,331
-338
| -20% | -$101K | 0.01% | 475 |
|
2024
Q1 | $484K | Sell |
1,669
-132
| -7% | -$38.2K | 0.01% | 484 |
|
2023
Q4 | $456K | Buy |
1,801
+44
| +3% | +$11.1K | 0.01% | 502 |
|
2023
Q3 | $465K | Sell |
1,757
-992
| -36% | -$263K | 0.01% | 476 |
|
2023
Q2 | $681K | Sell |
2,749
-1,604
| -37% | -$398K | 0.01% | 412 |
|
2023
Q1 | $995K | Sell |
4,353
-480
| -10% | -$110K | 0.01% | 379 |
|
2022
Q4 | $837K | Buy |
4,833
+523
| +12% | +$90.6K | 0.01% | 437 |
|
2022
Q3 | $640K | Buy |
4,310
+3
| +0.1% | +$445 | 0.01% | 468 |
|
2022
Q2 | $976K | Buy |
4,307
+330
| +8% | +$74.8K | 0.02% | 331 |
|
2022
Q1 | $920K | Buy |
3,977
+201
| +5% | +$46.5K | 0.01% | 337 |
|
2021
Q4 | $977K | Sell |
3,776
-187
| -5% | -$48.4K | 0.02% | 312 |
|
2021
Q3 | $869K | Sell |
3,963
-95
| -2% | -$20.8K | 0.01% | 433 |
|
2021
Q2 | $1.21M | Sell |
4,058
-2,012
| -33% | -$600K | 0.02% | 350 |
|
2021
Q1 | $1.72M | Buy |
6,070
+1,655
| +37% | +$470K | 0.02% | 259 |
|
2020
Q4 | $1.15M | Sell |
4,415
-2,130
| -33% | -$553K | 0.02% | 310 |
|
2020
Q3 | $1.65M | Buy |
6,545
+284
| +5% | +$71.4K | 0.03% | 237 |
|
2020
Q2 | $878K | Sell |
6,261
-8,573
| -58% | -$1.2M | 0.02% | 286 |
|
2020
Q1 | $1.8M | Sell |
14,834
-4,506
| -23% | -$546K | 0.04% | 182 |
|
2019
Q4 | $2.92M | Sell |
19,340
-9,306
| -32% | -$1.41M | 0.05% | 173 |
|
2019
Q3 | $4.17M | Sell |
28,646
-9,908
| -26% | -$1.44M | 0.08% | 141 |
|
2019
Q2 | $6.33M | Sell |
38,554
-30,843
| -44% | -$5.06M | 0.21% | 118 |
|
2019
Q1 | $12.6M | Sell |
69,397
-18,833
| -21% | -$3.42M | 0.5% | 65 |
|
2018
Q4 | $14.2M | Sell |
88,230
-2,119
| -2% | -$342K | 0.61% | 54 |
|
2018
Q3 | $21.8M | Buy |
90,349
+368
| +0.4% | +$88.6K | 0.77% | 40 |
|
2018
Q2 | $20.4M | Sell |
89,981
-7,036
| -7% | -$1.6M | 0.78% | 42 |
|
2018
Q1 | $23.3M | Sell |
97,017
-1,827
| -2% | -$439K | 0.89% | 32 |
|
2017
Q4 | $24.7M | Sell |
98,844
-2,142
| -2% | -$535K | 0.93% | 32 |
|
2017
Q3 | $22.8M | Buy |
100,986
+776
| +0.8% | +$175K | 0.88% | 35 |
|
2017
Q2 | $21.8M | Sell |
100,210
-1,357
| -1% | -$295K | 0.85% | 35 |
|
2017
Q1 | $19.8M | Sell |
101,567
-647
| -0.6% | -$126K | 0.79% | 42 |
|
2016
Q4 | $19M | Sell |
102,214
-10,622
| -9% | -$1.98M | 0.79% | 42 |
|
2016
Q3 | $19.7M | Sell |
112,836
-1,153
| -1% | -$201K | 0.8% | 40 |
|
2016
Q2 | $17.3M | Buy |
113,989
+3,777
| +3% | +$573K | 0.71% | 48 |
|
2016
Q1 | $17.9M | Buy |
110,212
+23,408
| +27% | +$3.81M | 0.73% | 48 |
|
2015
Q4 | $12.9M | Buy |
86,804
+10,145
| +13% | +$1.51M | 0.51% | 66 |
|
2015
Q3 | $11M | Buy |
76,659
+392
| +0.5% | +$56.4K | 0.43% | 72 |
|
2015
Q2 | $13M | Buy |
76,267
+2,593
| +4% | +$442K | 0.43% | 70 |
|
2015
Q1 | $12.2M | Sell |
73,674
-906
| -1% | -$150K | 0.39% | 78 |
|
2014
Q4 | $13M | Buy |
+74,580
| New | +$13M | 0.42% | 73 |
|