CWM
Compass Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
13,012
-577
| -4% | -$131K | 0.7% | 57 |
|
|
2025
Q1 | $3.31M | Sell |
13,589
-190
| -1% | -$46.3K | 0.84% | 45 |
|
|
2024
Q4 | $3.88M | Sell |
13,779
-270
| -2% | -$76K | 0.93% | 38 |
|
|
2024
Q3 | $3.84M | Sell |
14,049
-695
| -5% | -$190K | 0.91% | 41 |
|
|
2024
Q2 | $4.42M | Sell |
14,744
-35
| -0.2% | -$10.5K | 1.09% | 32 |
|
|
2024
Q1 | $4.28M | Sell |
14,779
-116
| -0.8% | -$33.6K | 1.07% | 34 |
|
|
2023
Q4 | $3.77M | Sell |
14,895
-883
| -6% | -$223K | 1.05% | 33 |
|
|
2023
Q3 | $4.18M | Sell |
15,778
-15
| -0.1% | -$3.97K | 1.31% | 24 |
|
|
2023
Q2 | $3.92M | Sell |
15,793
-396
| -2% | -$98.2K | 1.18% | 31 |
|
|
2023
Q1 | $3.7M | Sell |
16,189
-400
| -2% | -$91.4K | 1.18% | 31 |
|
|
2022
Q4 | $2.87M | Buy |
+16,589
| New | +$2.87M | 0.94% | 37 |
|