FMWA
Forvis Mazars Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
1,666
+58
| +4% | +$13.2K | 0.01% | 332 |
|
|
2025
Q1 | $392K | Sell |
1,608
-33
| -2% | -$8.04K | 0.01% | 323 |
|
|
2024
Q4 | $462K | Buy |
1,641
+2
| +0.1% | +$562 | 0.01% | 315 |
|
|
2024
Q3 | $448K | Buy |
1,639
+51
| +3% | +$14K | 0.01% | 330 |
|
|
2024
Q2 | $476K | Hold |
1,588
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $460K | Buy |
1,588
+28
| +2% | +$8.11K | 0.01% | 305 |
|
|
2023
Q4 | $395K | Sell |
1,560
-56
| -3% | -$14.2K | 0.01% | 306 |
|
|
2023
Q3 | $428K | Sell |
1,616
-2,761
| -63% | -$731K | 0.01% | 299 |
|
|
2023
Q2 | $1.08M | Buy |
+4,377
| New | +$1.08M | 0.03% | 208 |
|
|
2021
Q1 | – | Sell |
-1,948
| Closed | -$506K | – | 310 |
|
|
2020
Q4 | $506K | Buy |
1,948
+1,033
| +113% | +$268K | 0.03% | 224 |
|
|
2020
Q3 | $230K | Buy |
+915
| New | +$230K | 0.01% | 293 |
|
|
2018
Q1 | – | Sell |
-1,278
| Closed | -$319K | – | 243 |
|
|
2017
Q4 | $319K | Buy |
+1,278
| New | +$319K | 0.03% | 194 |
|