Wilbanks Smith & Thomas Asset Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $581K | Sell |
2,006
-290
| -13% | -$72.5K | 0.02% | 325 |
|
|
2023
Q4 | $581K | Sell |
2,296
-128
| -5% | -$32.5K | 0.02% | 312 |
|
|
2023
Q3 | $642K | Buy |
2,424
+72
| +3% | +$18.7K | 0.02% | 274 |
|
|
2023
Q2 | $583K | Buy |
2,352
+21
| +0.9% | +$4.81K | 0.02% | 290 |
|
|
2023
Q1 | $533K | Sell |
2,331
-199
| -8% | -$40.4K | 0.02% | 296 |
|
|
2022
Q4 | $438K | Sell |
2,530
-2
| -0.1% | -$332 | 0.02% | 328 |
|
|
2022
Q3 | $376K | Buy |
2,532
+107
| +4% | +$22.6K | 0.02% | 324 |
|
|
2022
Q2 | $550K | Buy |
2,425
+212
| +10% | +$45.2K | 0.02% | 284 |
|
|
2022
Q1 | $441K | Sell |
2,213
-17
| -0.8% | -$4K | 0.02% | 329 |
|
|
2021
Q4 | $577K | Buy |
2,230
+50
| +2% | +$12K | 0.02% | 308 |
|
|
2021
Q3 | $478K | Sell |
2,180
-24
| -1% | -$6.51K | 0.02% | 311 |
|
|
2021
Q2 | $658K | Buy |
2,204
+1
| +0% | +$297 | 0.03% | 270 |
|
|
2021
Q1 | $626K | Hold |
2,203
| – | – | 0.03% | 263 |
|
|
2020
Q4 | $572K | Buy |
2,203
+104
| +5% | +$28.8K | 0.03% | 247 |
|
|
2020
Q3 | $528K | Buy |
2,099
+169
| +9% | +$33.8K | 0.03% | 234 |
|
|
2020
Q2 | $271K | Sell |
1,930
-107
| -5% | -$13.5K | 0.02% | 320 |
|
|
2020
Q1 | $247K | Sell |
2,037
-1,168
| -36% | -$164K | 0.02% | 312 |
|
|
2019
Q4 | $485K | Sell |
3,205
-18,943
| -86% | -$2.92M | 0.03% | 254 |
|
|
2019
Q3 | $3.22M | Buy |
22,148
+3,450
| +18% | +$556K | 0.2% | 102 |
|
|
2019
Q2 | $3.07M | Buy |
18,698
+1,398
| +8% | +$245K | 0.2% | 104 |
|
|
2019
Q1 | $3.14M | Buy |
17,300
+1,949
| +13% | +$344K | 0.2% | 103 |
|
|
2018
Q4 | $2.48M | Buy |
15,351
+303
| +2% | +$64.1K | 0.17% | 97 |
|
|
2018
Q3 | $3.62M | Buy |
15,048
+591
| +4% | +$143K | 0.22% | 91 |
|
|
2018
Q2 | $3.28M | Buy |
14,457
+47
| +0.3% | +$11.6K | 0.26% | 79 |
|
|
2018
Q1 | $3.46M | Buy |
14,410
+107
| +0.7% | +$27.1K | 0.28% | 70 |
|
|
2017
Q4 | $3.57M | Buy |
14,303
+436
| +3% | +$99.7K | 0.28% | 69 |
|
|
2017
Q3 | $3.13M | Buy |
13,867
+121
| +0.9% | +$25.8K | 0.26% | 76 |
|
|
2017
Q2 | $2.99M | Buy |
13,746
+208
| +2% | +$41.1K | 0.26% | 74 |
|
|
2017
Q1 | $2.64M | Sell |
13,538
-303
| -2% | -$57.9K | 0.22% | 77 |
|
|
2016
Q4 | $2.58M | Sell |
13,841
-347
| -2% | -$63.7K | 0.23% | 76 |
|
|
2016
Q3 | $2.48M | Sell |
14,188
-66
| -0.5% | -$10.8K | 0.23% | 76 |
|
|
2016
Q2 | $2.16M | Sell |
14,254
-1,999
| -12% | -$324K | 0.22% | 84 |
|
|
2016
Q1 | $2.65M | Buy |
+16,253
| New | +$2.26M | 0.32% | 63 |
|
Other funds holding FDX
Wilbanks Smith & Thomas Asset Management's FDX Position: Q1 2024 in Review
Wilbanks Smith & Thomas Asset Management reduced its FedEx (FDX) stake by 13% in Q1 2024, selling an estimated $72.5K and leaving 2,006 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #325.
Wilbanks Smith & Thomas Asset Management first reported a position in FDX in Q1 2016 and has held it in 33 quarters since. The position peaked at $3.62M in Q3 2018. 1,747 funds tracked by Wall St. Rank hold FDX as of Q1 2024.
- Wilbanks Smith & Thomas Asset Management held 2,006 shares of FedEx worth $581K as of Q1 2024.
- Wilbanks Smith & Thomas Asset Management sold 290 FedEx shares in Q1 2024, an estimated $72.5K.
- FedEx made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #325 holding.
- Wilbanks Smith & Thomas Asset Management first reported a position in FedEx in Q1 2016 and has held it in 33 quarters since.
- Wilbanks Smith & Thomas Asset Management's FedEx position peaked at $3.62M in Q3 2018.
- 1,747 funds tracked by Wall St. Rank held FedEx as of Q1 2024.
Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.