Carson Wealth (CWM LLC)’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
23,726
+14,426
| +155% | +$3.28M | 0.02% | 561 |
|
|
2025
Q1 | $2.27M | Sell |
9,300
-803
| -8% | -$196K | 0.01% | 783 |
|
|
2024
Q4 | $2.84M | Buy |
10,103
+1,541
| +18% | +$433K | 0.01% | 654 |
|
|
2024
Q3 | $2.34M | Buy |
8,562
+991
| +13% | +$271K | 0.01% | 649 |
|
|
2024
Q2 | $2.27M | Buy |
7,571
+593
| +8% | +$178K | 0.01% | 615 |
|
|
2024
Q1 | $2.02M | Buy |
6,978
+329
| +5% | +$95.3K | 0.01% | 614 |
|
|
2023
Q4 | $1.68M | Buy |
6,649
+322
| +5% | +$81.5K | 0.01% | 615 |
|
|
2023
Q3 | $1.68M | Buy |
6,327
+293
| +5% | +$77.6K | 0.01% | 587 |
|
|
2023
Q2 | $1.5M | Buy |
6,034
+262
| +5% | +$65K | 0.01% | 589 |
|
|
2023
Q1 | $1.32M | Sell |
5,772
-80
| -1% | -$18.3K | 0.01% | 576 |
|
|
2022
Q4 | $1.01M | Sell |
5,852
-17,572
| -75% | -$3.04M | 0.01% | 610 |
|
|
2022
Q3 | $3.48M | Sell |
23,424
-571
| -2% | -$84.8K | 0.03% | 334 |
|
|
2022
Q2 | $5.44M | Buy |
23,995
+1,247
| +5% | +$283K | 0.04% | 281 |
|
|
2022
Q1 | $5.26M | Buy |
22,748
+18,068
| +386% | +$4.18M | 0.04% | 291 |
|
|
2021
Q4 | $1.21M | Buy |
+4,680
| New | +$1.21M | 0.01% | 536 |
|
|
2021
Q2 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2021
Q1 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2020
Q3 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2020
Q2 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2020
Q1 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2019
Q4 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2019
Q3 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2019
Q2 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 673 |
|
|
2019
Q1 | $507K | Sell |
1,698
-171,586
| -99% | -$51.2M | ﹤0.01% | 673 |
|
|
2018
Q4 | $28M | Buy |
173,284
+52,007
| +43% | +$8.39M | 0.7% | 28 |
|
|
2018
Q3 | $29.2M | Sell |
121,277
-3,550
| -3% | -$855K | 0.75% | 24 |
|
|
2018
Q2 | $28.3M | Sell |
124,827
-9,393
| -7% | -$2.13M | 0.93% | 23 |
|
|
2018
Q1 | $32.2M | Sell |
134,220
-2,354
| -2% | -$565K | 1.28% | 14 |
|
|
2017
Q4 | $34.1M | Sell |
136,574
-8,816
| -6% | -$2.2M | 1.51% | 13 |
|
|
2017
Q3 | $32.8M | Sell |
145,390
-5,449
| -4% | -$1.23M | 1.55% | 10 |
|
|
2017
Q2 | $32.8M | Buy |
150,839
+741
| +0.5% | +$161K | 1.68% | 7 |
|
|
2017
Q1 | $29.3M | Buy |
150,098
+20,008
| +15% | +$3.9M | 1.66% | 10 |
|
|
2016
Q4 | $24.2M | Buy |
130,090
+129,717
| +34,777% | +$24.2M | 1.48% | 16 |
|
|
2016
Q3 | $65K | Sell |
373
-8
| -2% | -$1.39K | ﹤0.01% | 387 |
|
|
2016
Q2 | $58K | Sell |
381
-18,323
| -98% | -$2.79M | ﹤0.01% | 361 |
|
|
2016
Q1 | $3.04M | Sell |
18,704
-511
| -3% | -$83.2K | 0.27% | 114 |
|
|
2015
Q4 | $2.86M | Sell |
19,215
-333
| -2% | -$49.6K | 0.28% | 104 |
|
|
2015
Q3 | $2.82M | Buy |
19,548
+302
| +2% | +$43.5K | 0.28% | 109 |
|
|
2015
Q2 | $3.28M | Buy |
19,246
+1,279
| +7% | +$218K | 0.31% | 108 |
|
|
2015
Q1 | $2.97M | Buy |
17,967
+717
| +4% | +$119K | 0.3% | 109 |
|
|
2014
Q4 | $3M | Buy |
17,250
+2,244
| +15% | +$390K | 0.36% | 107 |
|
|
2014
Q3 | $2.42M | Buy |
15,006
+1,264
| +9% | +$204K | 0.35% | 87 |
|
|
2014
Q2 | $2.08M | Buy |
13,742
+3,575
| +35% | +$541K | 0.37% | 82 |
|
|
2014
Q1 | $1.35M | Buy |
10,167
+2,539
| +33% | +$337K | 0.18% | 81 |
|
|
2013
Q4 | $1.1M | Buy |
7,628
+1,876
| +33% | +$270K | 0.17% | 84 |
|
|
2013
Q3 | $656K | Buy |
+5,752
| New | +$656K | 0.17% | 77 |
|