Number of Shares
5,277.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
0.34%
Total Estimate Gain
$-368,984.21
% of Total Estimate Gain
-8.67%

Xcel Wealth Management, LLC's FedEx Corp Holding Summary

As of 2025-06-30, Xcel Wealth Management, LLC held 5,277.00 shares of FedEx Corp(FDX), totaling $1.20 Mil. This investment constitutes 0.34% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding FedEx Corp(FDX) stock.

The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 7 purchases of FDX, at an average price of $214.30, for a total of 19,852.00 shares. In addition, there have been 8 sales at an average price of $180.44 for 14,575.00 shares. Based on historical transaction data and FDX's current price of $237.90, Xcel Wealth Management, LLC's estimated gain on his FDX holdings is $-368,984.21, reflecting a -8.67% gain to date.

Xcel Wealth Management, LLC FDX ($237.90) Holding Chart

Xcel Wealth Management, LLC FDX ($237.90) 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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