CWM
Circle Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $935K | Buy |
3,836
+10
| +0.3% | +$2.44K | 0.02% | 116 |
|
|
2024
Q4 | $1.08M | Buy |
3,826
+12
| +0.3% | +$3.38K | 0.02% | 113 |
|
|
2024
Q3 | $1.04M | Sell |
3,814
-341
| -8% | -$93.3K | 0.02% | 112 |
|
|
2024
Q2 | $1.25M | Sell |
4,155
-282
| -6% | -$84.6K | 0.03% | 84 |
|
|
2024
Q1 | $1.29M | Buy |
4,437
+298
| +7% | +$86.3K | 0.03% | 80 |
|
|
2023
Q4 | $1.05M | Buy |
4,139
+410
| +11% | +$104K | 0.03% | 84 |
|
|
2023
Q3 | $988K | Buy |
3,729
+6
| +0.2% | +$1.59K | 0.02% | 84 |
|
|
2023
Q2 | $923K | Buy |
3,723
+15
| +0.4% | +$3.72K | 0.12% | 58 |
|
|
2023
Q1 | $847K | Sell |
3,708
-709
| -16% | -$162K | 0.12% | 61 |
|
|
2022
Q4 | $765K | Buy |
4,417
+43
| +1% | +$7.45K | 0.12% | 61 |
|
|
2022
Q3 | $649K | Sell |
4,374
-42
| -1% | -$6.23K | 0.11% | 71 |
|
|
2022
Q2 | $1M | Hold |
4,416
| – | – | 0.16% | 54 |
|
|
2022
Q1 | $1.02M | Buy |
4,416
+250
| +6% | +$57.9K | 0.13% | 68 |
|
|
2021
Q4 | $1.08M | Buy |
4,166
+678
| +19% | +$175K | 0.14% | 63 |
|
|
2021
Q3 | $765K | Sell |
3,488
-5
| -0.1% | -$1.1K | 0.11% | 85 |
|
|
2021
Q2 | $1.04M | Buy |
3,493
+511
| +17% | +$152K | 0.15% | 69 |
|
|
2021
Q1 | $847K | Sell |
2,982
-169
| -5% | -$48K | 0.14% | 77 |
|
|
2020
Q4 | $818K | Buy |
3,151
+661
| +27% | +$172K | 0.12% | 99 |
|
|
2020
Q3 | $626K | Buy |
2,490
+971
| +64% | +$244K | 0.1% | 98 |
|
|
2020
Q2 | $213K | Buy |
+1,519
| New | +$213K | 0.04% | 182 |
|