FWA
FSM Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
852
-117
| -12% | -$27.5K | 0.03% | 283 |
|
|
2025
Q1 | $236K | Buy |
969
+112
| +13% | +$27.3K | 0.05% | 188 |
|
|
2024
Q4 | $238K | Sell |
857
-256
| -23% | -$71K | 0.06% | 164 |
|
|
2024
Q3 | $305K | Buy |
1,113
+42
| +4% | +$11.5K | 0.08% | 128 |
|
|
2024
Q2 | $321K | Buy |
1,071
+368
| +52% | +$110K | 0.11% | 108 |
|
|
2024
Q1 | $204K | Buy |
+703
| New | +$204K | 0.07% | 161 |
|