Waldron Private 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 | $376K | Sell |
1,645
-3
| -0.2% | -$686 | 0.02% | 216 |
|
|
2025
Q1 | $404K | Sell |
1,648
-1,460
| -47% | -$358K | 0.02% | 201 |
|
|
2024
Q4 | $879K | Sell |
3,108
-569
| -15% | -$161K | 0.04% | 186 |
|
|
2024
Q3 | $1.01M | Sell |
3,677
-116
| -3% | -$31.9K | 0.04% | 160 |
|
|
2024
Q2 | $1.14M | Buy |
3,793
+103
| +3% | +$31K | 0.05% | 145 |
|
|
2024
Q1 | $1.07M | Sell |
3,690
-89
| -2% | -$25.9K | 0.05% | 155 |
|
|
2023
Q4 | $961K | Buy |
3,779
+962
| +34% | +$245K | 0.05% | 158 |
|
|
2023
Q3 | $750K | Buy |
2,817
+12
| +0.4% | +$3.19K | 0.04% | 180 |
|
|
2023
Q2 | $699K | Sell |
2,805
-72
| -3% | -$17.9K | 0.03% | 191 |
|
|
2023
Q1 | $661K | Sell |
2,877
-3,792
| -57% | -$871K | 0.03% | 217 |
|
|
2022
Q4 | $997K | Hold |
6,669
| – | – | 0.06% | 156 |
|
|
2022
Q3 | $997K | Buy |
6,669
+409
| +7% | +$61.1K | 0.06% | 156 |
|
|
2022
Q2 | $1.43M | Buy |
6,260
+11
| +0.2% | +$2.51K | 0.08% | 135 |
|
|
2022
Q1 | $1.45M | Sell |
6,249
-43
| -0.7% | -$9.98K | 0.07% | 137 |
|
|
2021
Q4 | $1.63M | Buy |
6,292
+4,094
| +186% | +$1.06M | 0.08% | 130 |
|
|
2021
Q3 | $483K | Buy |
2,198
+459
| +26% | +$101K | 0.03% | 231 |
|
|
2021
Q2 | $520K | Buy |
1,739
+588
| +51% | +$176K | 0.03% | 198 |
|
|
2021
Q1 | $327K | Buy |
1,151
+1
| +0.1% | +$284 | 0.02% | 234 |
|
|
2020
Q4 | $298K | Buy |
1,150
+57
| +5% | +$14.8K | 0.02% | 228 |
|
|
2020
Q3 | $275K | Buy |
+1,093
| New | +$275K | 0.02% | 219 |
|
|
2020
Q2 | – | Sell |
-7,704
| Closed | -$935K | – | 268 |
|
|
2020
Q1 | $935K | Buy |
+7,704
| New | +$935K | 0.1% | 109 |
|
|
2019
Q4 | – | Sell |
-2,277
| Closed | -$332K | – | 281 |
|
|
2019
Q3 | $332K | Sell |
2,277
-46
| -2% | -$6.71K | 0.03% | 182 |
|
|
2019
Q2 | $382K | Sell |
2,323
-229
| -9% | -$37.7K | 0.04% | 155 |
|
|
2019
Q1 | $464K | Buy |
+2,552
| New | +$464K | 0.05% | 148 |
|
|
2018
Q4 | – | Sell |
-964
| Closed | -$232K | – | 220 |
|
|
2018
Q3 | $232K | Buy |
964
+3
| +0.3% | +$722 | 0.05% | 166 |
|
|
2018
Q2 | $218K | Hold |
961
| – | – | 0.05% | 158 |
|
|
2018
Q1 | $230K | Buy |
+961
| New | +$230K | 0.05% | 150 |
|