Obermeyer Wealth Partners’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
1,155
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $282K | Sell |
1,155
-2
| -0.2% | -$488 | 0.02% | 212 |
|
|
2024
Q4 | $325K | Hold |
1,157
| – | – | 0.02% | 193 |
|
|
2024
Q3 | $317K | Hold |
1,157
| – | – | 0.02% | 199 |
|
|
2024
Q2 | $347K | Hold |
1,157
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $335K | Buy |
1,157
+30
| +3% | +$8.69K | 0.02% | 184 |
|
|
2023
Q4 | $285K | Hold |
1,127
| – | – | 0.02% | 177 |
|
|
2023
Q3 | $299K | Hold |
1,127
| – | – | 0.02% | 161 |
|
|
2023
Q2 | $279K | Sell |
1,127
-300
| -21% | -$74.4K | 0.02% | 168 |
|
|
2023
Q1 | $326K | Buy |
1,427
+51
| +4% | +$11.7K | 0.02% | 148 |
|
|
2022
Q4 | $238K | Buy |
+1,376
| New | +$238K | 0.02% | 189 |
|
|
2022
Q2 | – | Sell |
-915
| Closed | -$212K | – | 218 |
|
|
2022
Q1 | $212K | Hold |
915
| – | – | 0.01% | 218 |
|
|
2021
Q4 | $237K | Hold |
915
| – | – | 0.01% | 202 |
|
|
2021
Q3 | $201K | Hold |
915
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $273K | Hold |
915
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $260K | Hold |
915
| – | – | 0.02% | 171 |
|
|
2020
Q4 | $238K | Buy |
+915
| New | +$238K | 0.02% | 134 |
|