Wells Trecaso Financial Group’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.01M | Sell |
12,748
-9,710
| -43% | -$2.24M | 1.43% | 22 |
|
|
2025
Q2 | $5.1M | Sell |
22,458
-22
| -0.1% | -$4.82K | 1.58% | 23 |
|
|
2025
Q1 | $5.48M | Buy |
22,480
+240
| +1% | +$62.2K | 1.83% | 19 |
|
|
2024
Q4 | $6.26M | Sell |
22,240
-268
| -1% | -$74.8K | 2.05% | 17 |
|
|
2024
Q3 | $6.16M | Buy |
22,508
+58
| +0.3% | +$16.8K | 2.03% | 20 |
|
|
2024
Q2 | $6.73M | Buy |
22,450
+107
| +0.5% | +$28K | 2.33% | 16 |
|
|
2024
Q1 | $6.47M | Buy |
22,343
+425
| +2% | +$106K | 2.29% | 17 |
|
|
2023
Q4 | $5.54M | Buy |
21,918
+381
| +2% | +$96.8K | 2.24% | 20 |
|
|
2023
Q3 | $5.71M | Sell |
21,537
-65
| -0.3% | -$16.9K | 2.54% | 14 |
|
|
2023
Q2 | $5.36M | Buy |
21,602
+347
| +2% | +$79.4K | 2.3% | 18 |
|
|
2023
Q1 | $4.86M | Buy |
21,255
+295
| +1% | +$59.9K | 2.25% | 20 |
|
|
2022
Q4 | $3.63M | Sell |
20,960
-570
| -3% | -$94.7K | 1.81% | 23 |
|
|
2022
Q3 | $3.2M | Sell |
21,530
-87
| -0.4% | -$18.4K | 1.75% | 24 |
|
|
2022
Q2 | $4.9M | Sell |
21,617
-235
| -1% | -$50.1K | 2.54% | 15 |
|
|
2022
Q1 | $5.06M | Buy |
21,852
+1,279
| +6% | +$301K | 2.25% | 19 |
|
|
2021
Q4 | $5.32M | Buy |
20,573
+187
| +0.9% | +$44.9K | 2.31% | 16 |
|
|
2021
Q3 | $4.47M | Buy |
20,386
+12
| +0.1% | +$3.26K | 2.13% | 19 |
|
|
2021
Q2 | $6.08M | Buy |
20,374
+131
| +0.6% | +$38.9K | 2.92% | 11 |
|
|
2021
Q1 | $5.75M | Buy |
20,243
+64
| +0.3% | +$16.5K | 3.03% | 13 |
|
|
2020
Q4 | $5.24M | Buy |
20,179
+51
| +0.3% | +$14.1K | 2.92% | 12 |
|
|
2020
Q3 | $5.06M | Sell |
20,128
-130
| -0.6% | -$26K | 3.23% | 11 |
|
|
2020
Q2 | $2.84M | Buy |
20,258
+1,866
| +10% | +$235K | 1.96% | 19 |
|
|
2020
Q1 | $2.23M | Buy |
18,392
+517
| +3% | +$72.8K | 1.99% | 18 |
|
|
2019
Q4 | $2.7M | Buy |
17,875
+468
| +3% | +$72.1K | 1.95% | 16 |
|
|
2019
Q3 | $2.53M | Buy |
17,407
+200
| +1% | +$32.2K | 2.02% | 17 |
|
|
2019
Q2 | $2.83M | Sell |
17,207
-390
| -2% | -$68.3K | 2.32% | 16 |
|
|
2019
Q1 | $3.19M | Buy |
17,597
+115
| +0.7% | +$20.3K | 2.68% | 14 |
|
|
2018
Q4 | $2.82M | Buy |
17,482
+615
| +4% | +$130K | 2.7% | 14 |
|
|
2018
Q3 | $4.06M | Sell |
16,867
-110
| -0.6% | -$26.6K | 3.37% | 10 |
|
|
2018
Q2 | $3.85M | Sell |
16,977
-238
| -1% | -$59K | 3.61% | 9 |
|
|
2018
Q1 | $4.13M | Buy |
17,215
+560
| +3% | +$142K | 3.93% | 7 |
|
|
2017
Q4 | $4.16M | Buy |
+16,655
| New | +$3.81M | 4.07% | 6 |
|
Other funds holding FDX
Wells Trecaso Financial Group's FDX Position: Q3 2025 in Review
Wells Trecaso Financial Group reduced its FedEx (FDX) stake by 43% in Q3 2025, selling an estimated $2.24M and leaving 12,748 shares worth $3.01M. The position accounts for 1.43% of the portfolio, ranked #22.
Wells Trecaso Financial Group first reported a position in FDX in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.73M in Q2 2024. 1,680 funds tracked by Wall St. Rank hold FDX as of Q3 2025.
- Wells Trecaso Financial Group held 12,748 shares of FedEx worth $3.01M as of Q3 2025.
- Wells Trecaso Financial Group sold 9,710 FedEx shares in Q3 2025, an estimated $2.24M.
- FedEx made up 1.43% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #22 holding.
- Wells Trecaso Financial Group first reported a position in FedEx in Q4 2017 and has held it in 32 quarters since.
- Wells Trecaso Financial Group's FedEx position peaked at $6.73M in Q2 2024.
- 1,680 funds tracked by Wall St. Rank held FedEx as of Q3 2025.
Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.