CWM
Cabot Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
56,697
-226
| -0.4% | -$51.4K | 1.53% | 21 |
|
|
2025
Q1 | $13.9M | Sell |
56,923
-144
| -0.3% | -$35.1K | 1.77% | 19 |
|
|
2024
Q4 | $16.1M | Buy |
57,067
+314
| +0.6% | +$88.3K | 2.04% | 13 |
|
|
2024
Q3 | $15.5M | Sell |
56,753
-677
| -1% | -$185K | 1.94% | 14 |
|
|
2024
Q2 | $17.2M | Sell |
57,430
-912
| -2% | -$273K | 2.26% | 12 |
|
|
2024
Q1 | $16.9M | Sell |
58,342
-256
| -0.4% | -$74.2K | 2.21% | 13 |
|
|
2023
Q4 | $14.8M | Sell |
58,598
-320
| -0.5% | -$81K | 2.06% | 17 |
|
|
2023
Q3 | $15.6M | Sell |
58,918
-560
| -0.9% | -$148K | 2.39% | 10 |
|
|
2023
Q2 | $14.7M | Buy |
59,478
+184
| +0.3% | +$45.6K | 2.2% | 13 |
|
|
2023
Q1 | $13.5M | Buy |
59,294
+107
| +0.2% | +$24.4K | 2.14% | 16 |
|
|
2022
Q4 | $10.3M | Sell |
59,187
-8,750
| -13% | -$1.52M | 1.73% | 23 |
|
|
2022
Q3 | $10.1M | Buy |
67,937
+3,607
| +6% | +$536K | 1.71% | 21 |
|
|
2022
Q2 | $14.6M | Buy |
64,330
+1,237
| +2% | +$280K | 2.31% | 8 |
|
|
2022
Q1 | $14.6M | Buy |
63,093
+1,259
| +2% | +$291K | 1.97% | 15 |
|
|
2021
Q4 | $16M | Buy |
61,834
+494
| +0.8% | +$128K | 2.03% | 14 |
|
|
2021
Q3 | $13.5M | Buy |
61,340
+542
| +0.9% | +$119K | 1.81% | 17 |
|
|
2021
Q2 | $18.1M | Buy |
60,798
+2,535
| +4% | +$756K | 2.42% | 8 |
|
|
2021
Q1 | $16.5M | Sell |
58,263
-7,044
| -11% | -$2M | 2.34% | 10 |
|
|
2020
Q4 | $17M | Buy |
65,307
+945
| +1% | +$245K | 2.6% | 8 |
|
|
2020
Q3 | $16.2M | Buy |
64,362
+2,124
| +3% | +$534K | 2.94% | 3 |
|
|
2020
Q2 | $8.73M | Buy |
62,238
+25,637
| +70% | +$3.59M | 1.74% | 20 |
|
|
2020
Q1 | $4.44M | Buy |
36,601
+22,366
| +157% | +$2.71M | 1.06% | 36 |
|
|
2019
Q4 | $2.15M | Buy |
+14,235
| New | +$2.15M | 0.42% | 63 |
|