MAWA
Moss Adams Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,546
-208
| -12% | -$47.6K | 0.03% | 174 |
|
|
2025
Q1 | $430K | Buy |
1,754
+187
| +12% | +$45.8K | 0.05% | 122 |
|
|
2024
Q4 | $443K | Buy |
1,567
+49
| +3% | +$13.9K | 0.05% | 109 |
|
|
2024
Q3 | $418K | Buy |
1,518
+30
| +2% | +$8.25K | 0.05% | 110 |
|
|
2024
Q2 | $448K | Buy |
1,488
+47
| +3% | +$14.2K | 0.06% | 87 |
|
|
2024
Q1 | $419K | Buy |
1,441
+163
| +13% | +$47.4K | 0.07% | 86 |
|
|
2023
Q4 | $325K | Buy |
1,278
+10
| +0.8% | +$2.54K | 0.07% | 75 |
|
|
2023
Q3 | $338K | Hold |
1,268
| – | – | 0.12% | 63 |
|
|
2023
Q2 | $316K | Sell |
1,268
-4
| -0.3% | -$997 | 0.1% | 62 |
|
|
2023
Q1 | $292K | Buy |
1,272
+19
| +2% | +$4.36K | 0.1% | 65 |
|
|
2022
Q4 | $219K | Buy |
+1,253
| New | +$219K | 0.11% | 94 |
|