CWP
Concord Wealth Partners’s FedEx FDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-9
| Closed | -$2.19K | – | 879 |
|
2025
Q1 | $2.19K | Hold |
9
| – | – | ﹤0.01% | 667 |
|
2024
Q4 | $2.53K | Buy |
+9
| New | +$2.53K | ﹤0.01% | 688 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 886 |
|
2023
Q3 | – | Sell |
-1,706
| Closed | -$423K | – | 1023 |
|
2023
Q2 | $423K | Buy |
1,706
+828
| +94% | +$205K | 0.09% | 124 |
|
2023
Q1 | $201K | Buy |
878
+870
| +10,875% | +$199K | 0.06% | 162 |
|
2022
Q4 | $1.39K | Buy |
+8
| New | +$1.39K | ﹤0.01% | 1011 |
|