CWM
Centric Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
1,196
| – | – | 0.07% | 157 |
|
|
2025
Q1 | $292K | Hold |
1,196
| – | – | 0.08% | 140 |
|
|
2024
Q4 | $336K | Hold |
1,196
| – | – | 0.09% | 136 |
|
|
2024
Q3 | $335K | Hold |
1,196
| – | – | 0.09% | 135 |
|
|
2024
Q2 | $359K | Sell |
1,196
-70
| -6% | -$21K | 0.1% | 120 |
|
|
2024
Q1 | $331K | Buy |
+1,266
| New | +$331K | 0.11% | 115 |
|