Williams Jones Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
1,231
+80
| +7% | +$18.2K | ﹤0.01% | 429 |
|
|
2025
Q1 | $281K | Sell |
1,151
-1,000
| -46% | -$244K | ﹤0.01% | 411 |
|
|
2024
Q4 | $605K | Sell |
2,151
-120
| -5% | -$33.8K | 0.01% | 316 |
|
|
2024
Q3 | $622K | Sell |
2,271
-155
| -6% | -$42.4K | 0.01% | 313 |
|
|
2024
Q2 | $727K | Sell |
2,426
-309
| -11% | -$92.7K | 0.01% | 291 |
|
|
2024
Q1 | $792K | Sell |
2,735
-244
| -8% | -$70.7K | 0.01% | 284 |
|
|
2023
Q4 | $754K | Sell |
2,979
-245
| -8% | -$62K | 0.01% | 284 |
|
|
2023
Q3 | $854K | Sell |
3,224
-152
| -5% | -$40.3K | 0.01% | 264 |
|
|
2023
Q2 | $837K | Sell |
3,376
-845
| -20% | -$209K | 0.01% | 274 |
|
|
2023
Q1 | $964K | Sell |
4,221
-166
| -4% | -$37.9K | 0.02% | 284 |
|
|
2022
Q4 | $760K | Sell |
4,387
-1,412
| -24% | -$245K | 0.01% | 305 |
|
|
2022
Q3 | $861K | Sell |
5,799
-256
| -4% | -$38K | 0.02% | 290 |
|
|
2022
Q2 | $1.37M | Sell |
6,055
-2,507
| -29% | -$568K | 0.02% | 243 |
|
|
2022
Q1 | $1.98M | Sell |
8,562
-4,976
| -37% | -$1.15M | 0.03% | 201 |
|
|
2021
Q4 | $3.5M | Sell |
13,538
-5,749
| -30% | -$1.49M | 0.04% | 160 |
|
|
2021
Q3 | $4.23M | Sell |
19,287
-2,617
| -12% | -$574K | 0.06% | 149 |
|
|
2021
Q2 | $6.54M | Buy |
21,904
+1,352
| +7% | +$403K | 0.09% | 127 |
|
|
2021
Q1 | $5.84M | Buy |
20,552
+1,231
| +6% | +$350K | 0.09% | 129 |
|
|
2020
Q4 | $5.02M | Sell |
19,321
-853
| -4% | -$221K | 0.08% | 129 |
|
|
2020
Q3 | $5.07M | Buy |
20,174
+16,496
| +449% | +$4.15M | 0.09% | 116 |
|
|
2020
Q2 | $516K | Sell |
3,678
-3,930
| -52% | -$551K | 0.01% | 255 |
|
|
2020
Q1 | $923K | Sell |
7,608
-42,457
| -85% | -$5.15M | 0.02% | 176 |
|
|
2019
Q4 | $7.57M | Sell |
50,065
-15,627
| -24% | -$2.36M | 0.14% | 94 |
|
|
2019
Q3 | $9.56M | Buy |
+65,692
| New | +$9.56M | 0.2% | 85 |
|