Whittier Trust’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Hold |
4,355
| – | – | 0.01% | 386 |
|
|
2025
Q1 | $1.06M | Sell |
4,355
-15
| -0.3% | -$3.66K | 0.01% | 370 |
|
|
2024
Q4 | $1.23M | Hold |
4,370
| – | – | 0.02% | 356 |
|
|
2024
Q3 | $1.2M | Sell |
4,370
-200
| -4% | -$54.7K | 0.02% | 355 |
|
|
2024
Q2 | $1.37M | Sell |
4,570
-100
| -2% | -$30K | 0.02% | 312 |
|
|
2024
Q1 | $1.35M | Sell |
4,670
-1
| -0% | -$290 | 0.02% | 311 |
|
|
2023
Q4 | $1.18M | Sell |
4,671
-47
| -1% | -$11.9K | 0.02% | 326 |
|
|
2023
Q3 | $1.25M | Buy |
4,718
+39
| +0.8% | +$10.3K | 0.02% | 312 |
|
|
2023
Q2 | $1.16M | Sell |
4,679
-135
| -3% | -$33.5K | 0.02% | 331 |
|
|
2023
Q1 | $1.1M | Buy |
4,814
+10
| +0.2% | +$2.29K | 0.02% | 337 |
|
|
2022
Q4 | $832K | Buy |
4,804
+50
| +1% | +$8.66K | 0.02% | 383 |
|
|
2022
Q3 | $705K | Buy |
4,754
+1,859
| +64% | +$276K | 0.01% | 400 |
|
|
2022
Q2 | $656K | Sell |
2,895
-454
| -14% | -$103K | 0.01% | 419 |
|
|
2022
Q1 | $775K | Sell |
3,349
-300
| -8% | -$69.4K | 0.01% | 415 |
|
|
2021
Q4 | $944K | Hold |
3,649
| – | – | 0.02% | 393 |
|
|
2021
Q3 | $800K | Sell |
3,649
-75
| -2% | -$16.4K | 0.01% | 399 |
|
|
2021
Q2 | $1.11M | Buy |
3,724
+92
| +3% | +$27.4K | 0.02% | 349 |
|
|
2021
Q1 | $1.03M | Buy |
+3,632
| New | +$1.03M | 0.02% | 354 |
|
|
2020
Q4 | – | Sell |
-4,542
| Closed | -$1.14M | – | 1446 |
|
|
2020
Q3 | $1.14M | Buy |
4,542
+367
| +9% | +$92.3K | 0.03% | 307 |
|
|
2020
Q2 | $585K | Sell |
4,175
-1,119
| -21% | -$157K | 0.02% | 378 |
|
|
2020
Q1 | $642K | Buy |
5,294
+2,148
| +68% | +$260K | 0.02% | 351 |
|
|
2019
Q4 | $475K | Sell |
3,146
-1,683
| -35% | -$254K | 0.01% | 409 |
|
|
2019
Q3 | $703K | Sell |
4,829
-223
| -4% | -$32.5K | 0.02% | 349 |
|
|
2019
Q2 | $829K | Hold |
5,052
| – | – | 0.02% | 323 |
|
|
2019
Q1 | $916K | Sell |
5,052
-155
| -3% | -$28.1K | 0.03% | 298 |
|
|
2018
Q4 | $840K | Buy |
5,207
+157
| +3% | +$25.3K | 0.03% | 302 |
|
|
2018
Q3 | $1.22M | Hold |
5,050
| – | – | 0.04% | 262 |
|
|
2018
Q2 | $1.15M | Buy |
5,050
+140
| +3% | +$31.8K | 0.04% | 264 |
|
|
2018
Q1 | $1.18M | Buy |
4,910
+145
| +3% | +$34.8K | 0.04% | 267 |
|
|
2017
Q4 | $1.19M | Buy |
4,765
+80
| +2% | +$20K | 0.04% | 272 |
|
|
2017
Q3 | $1.06M | Hold |
4,685
| – | – | 0.04% | 274 |
|
|
2017
Q2 | $1.02M | Hold |
4,685
| – | – | 0.04% | 270 |
|
|
2017
Q1 | $915K | Sell |
4,685
-2,841
| -38% | -$555K | 0.04% | 277 |
|
|
2016
Q4 | $1.4M | Sell |
7,526
-127
| -2% | -$23.6K | 0.06% | 227 |
|
|
2016
Q3 | $1.34M | Hold |
7,653
| – | – | 0.06% | 227 |
|
|
2016
Q2 | $1.16M | Hold |
7,653
| – | – | 0.05% | 241 |
|
|
2016
Q1 | $1.25M | Hold |
7,653
| – | – | 0.06% | 231 |
|
|
2015
Q4 | $1.14M | Buy |
7,653
+3,016
| +65% | +$450K | 0.05% | 249 |
|
|
2015
Q3 | $667K | Sell |
4,637
-1,840
| -28% | -$265K | 0.03% | 300 |
|
|
2015
Q2 | $1.1M | Hold |
6,477
| – | – | 0.05% | 258 |
|
|
2015
Q1 | $1.07M | Hold |
6,477
| – | – | 0.05% | 257 |
|
|
2014
Q4 | $1.13M | Hold |
6,477
| – | – | 0.05% | 244 |
|
|
2014
Q3 | $1.05M | Sell |
6,477
-166
| -2% | -$26.8K | 0.05% | 237 |
|
|
2014
Q2 | $1.01M | Buy |
6,643
+500
| +8% | +$75.6K | 0.05% | 249 |
|
|
2014
Q1 | $814K | Hold |
6,143
| – | – | 0.04% | 268 |
|
|
2013
Q4 | $883K | Sell |
6,143
-2,278
| -27% | -$327K | 0.05% | 255 |
|
|
2013
Q3 | $961K | Hold |
8,421
| – | – | 0.05% | 247 |
|
|
2013
Q2 | $831K | Buy |
+8,421
| New | +$831K | 0.05% | 252 |
|