MWM
Mascoma Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Hold |
70
| – | – | ﹤0.01% | 280 |
|
|
2025
Q1 | $17.1K | Hold |
70
| – | – | ﹤0.01% | 277 |
|
|
2024
Q4 | $19.7K | Sell |
70
-20
| -22% | -$5.63K | ﹤0.01% | 274 |
|
|
2024
Q3 | $24.6K | Sell |
90
-20
| -18% | -$5.47K | 0.01% | 248 |
|
|
2024
Q2 | $33K | Sell |
110
-70
| -39% | -$21K | 0.01% | 227 |
|
|
2024
Q1 | $52.2K | Hold |
180
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $45.5K | Hold |
180
| – | – | 0.01% | 194 |
|
|
2023
Q3 | $47.7K | Hold |
180
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $48.3K | Hold |
180
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $41K | Hold |
180
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $31.2K | Sell |
180
-150
| -45% | -$26K | 0.01% | 286 |
|
|
2022
Q3 | $49K | Hold |
330
| – | – | 0.02% | 229 |
|
|
2022
Q2 | $75K | Sell |
330
-75
| -19% | -$17K | 0.03% | 204 |
|
|
2022
Q1 | $94K | Hold |
405
| – | – | 0.03% | 192 |
|
|
2021
Q4 | $105K | Hold |
405
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $89K | Buy |
+405
| New | +$89K | 0.03% | 165 |
|
|
2021
Q2 | – | Sell |
-405
| Closed | -$115K | – | 224 |
|
|
2021
Q1 | $115K | Buy |
+405
| New | +$115K | 0.05% | 140 |
|
|
2019
Q3 | – | Sell |
-405
| Closed | -$66K | – | 171 |
|
|
2019
Q2 | $66K | Hold |
405
| – | – | 0.04% | 140 |
|
|
2019
Q1 | $73K | Hold |
405
| – | – | 0.05% | 127 |
|
|
2018
Q4 | $65K | Sell |
405
-50
| -11% | -$8.03K | 0.05% | 129 |
|
|
2018
Q3 | $110K | Hold |
455
| – | – | 0.07% | 115 |
|
|
2018
Q2 | $103K | Hold |
455
| – | – | 0.07% | 111 |
|
|
2018
Q1 | $109K | Hold |
455
| – | – | 0.07% | 107 |
|
|
2017
Q4 | $116K | Hold |
455
| – | – | 0.07% | 100 |
|
|
2017
Q3 | $103K | Hold |
455
| – | – | 0.07% | 111 |
|
|
2017
Q2 | $99K | Hold |
455
| – | – | 0.07% | 116 |
|
|
2017
Q1 | $89K | Hold |
455
| – | – | 0.06% | 105 |
|
|
2016
Q4 | $85K | Buy |
+455
| New | +$85K | 0.06% | 111 |
|