Number of Shares
61,335.00
Current Holdings Value*
$14.01 Mil
% of Portfolio
0.2%
Total Estimate Gain
$6.18 Mil
% of Total Estimate Gain
10.50%

BARTLETT & CO. WEALTH MANAGEMENT LLC's FedEx Corp Holding Summary

As of 2025-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC held 61,335.00 shares of FedEx Corp(FDX), totaling $14.01 Mil. This investment constitutes 0.2% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.03% of the outstanding FedEx Corp(FDX) stock.

The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 17 purchases of FDX, at an average price of $198.54, for a total of 296,412.00 shares. In addition, there have been 8 sales at an average price of $217.50 for 235,077.00 shares. Based on historical transaction data and FDX's current price of $226.62, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his FDX holdings is $6.18 Mil, reflecting a 10.50% gain to date.

BARTLETT & CO. WEALTH MANAGEMENT LLC FDX ($226.62) Holding Chart

BARTLETT & CO. WEALTH MANAGEMENT LLC FDX ($226.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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