Wells Trecaso Financial Group’s FedEx FDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.1M Sell
22,458
-22
-0.1% -$5K 1.58% 23
2025
Q1
$5.48M Buy
22,480
+240
+1% +$58.5K 1.83% 19
2024
Q4
$6.26M Sell
22,240
-268
-1% -$75.4K 2.05% 17
2024
Q3
$6.16M Buy
22,508
+58
+0.3% +$15.9K 2.03% 20
2024
Q2
$6.73M Buy
22,450
+107
+0.5% +$32.1K 2.33% 16
2024
Q1
$6.47M Buy
22,343
+425
+2% +$123K 2.29% 17
2023
Q4
$5.54M Buy
21,918
+381
+2% +$96.4K 2.24% 20
2023
Q3
$5.71M Sell
21,537
-65
-0.3% -$17.2K 2.54% 14
2023
Q2
$5.36M Buy
21,602
+347
+2% +$86K 2.3% 18
2023
Q1
$4.86M Buy
21,255
+295
+1% +$67.4K 2.25% 20
2022
Q4
$3.63M Sell
20,960
-570
-3% -$98.7K 1.81% 23
2022
Q3
$3.2M Sell
21,530
-87
-0.4% -$12.9K 1.75% 24
2022
Q2
$4.9M Sell
21,617
-235
-1% -$53.3K 2.54% 15
2022
Q1
$5.06M Buy
21,852
+1,279
+6% +$296K 2.25% 19
2021
Q4
$5.32M Buy
20,573
+187
+0.9% +$48.4K 2.31% 16
2021
Q3
$4.47M Buy
20,386
+12
+0.1% +$2.63K 2.13% 19
2021
Q2
$6.08M Buy
20,374
+131
+0.6% +$39.1K 2.92% 11
2021
Q1
$5.75M Buy
20,243
+64
+0.3% +$18.2K 3.03% 13
2020
Q4
$5.24M Buy
20,179
+51
+0.3% +$13.2K 2.92% 12
2020
Q3
$5.06M Sell
20,128
-130
-0.6% -$32.7K 3.23% 11
2020
Q2
$2.84M Buy
20,258
+1,866
+10% +$262K 1.96% 19
2020
Q1
$2.23M Buy
18,392
+517
+3% +$62.7K 1.99% 18
2019
Q4
$2.7M Buy
17,875
+468
+3% +$70.8K 1.95% 16
2019
Q3
$2.53M Buy
17,407
+200
+1% +$29.1K 2.02% 17
2019
Q2
$2.83M Sell
17,207
-390
-2% -$64K 2.32% 16
2019
Q1
$3.19M Buy
17,597
+115
+0.7% +$20.9K 2.68% 14
2018
Q4
$2.82M Buy
17,482
+615
+4% +$99.2K 2.7% 14
2018
Q3
$4.06M Sell
16,867
-110
-0.6% -$26.5K 3.37% 10
2018
Q2
$3.86M Sell
16,977
-238
-1% -$54K 3.61% 9
2018
Q1
$4.13M Buy
17,215
+560
+3% +$134K 3.93% 7
2017
Q4
$4.16M Buy
+16,655
New +$4.16M 4.07% 6