CWS
Confluence Wealth Services’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
2,495
-128
| -5% | -$29.1K | 0.03% | 231 |
|
|
2025
Q1 | $554K | Sell |
2,623
-104
| -4% | -$21.9K | 0.03% | 219 |
|
|
2024
Q4 | $736K | Buy |
2,727
+213
| +8% | +$57.5K | 0.05% | 185 |
|
|
2024
Q3 | $688K | Sell |
2,514
-11
| -0.4% | -$3.01K | 0.05% | 189 |
|
|
2024
Q2 | $757K | Sell |
2,525
-327
| -11% | -$98.1K | 0.06% | 187 |
|
|
2024
Q1 | $826K | Buy |
2,852
+185
| +7% | +$53.6K | 0.07% | 153 |
|
|
2023
Q4 | $675K | Sell |
2,667
-634
| -19% | -$160K | 0.07% | 153 |
|
|
2023
Q3 | $875K | Buy |
3,301
+468
| +17% | +$124K | 0.17% | 101 |
|
|
2023
Q2 | $702K | Buy |
2,833
+1,473
| +108% | +$365K | 0.15% | 122 |
|
|
2023
Q1 | $311K | Hold |
1,360
| – | – | 0.07% | 187 |
|
|
2022
Q4 | $235K | Buy |
1,360
+1
| +0.1% | +$173 | 0.06% | 211 |
|
|
2022
Q3 | $201K | Sell |
1,359
-1,915
| -58% | -$283K | 0.09% | 216 |
|
|
2022
Q2 | $750K | Buy |
3,274
+2,050
| +167% | +$470K | 0.33% | 101 |
|
|
2022
Q1 | $283K | Buy |
1,224
+75
| +7% | +$17.3K | 0.1% | 197 |
|
|
2021
Q4 | $297K | Buy |
+1,149
| New | +$297K | 0.1% | 184 |
|