OWA
Octavia Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
2,514
-138
| -5% | -$31.6K | 0.07% | 103 |
|
|
2025
Q1 | $650K | Sell |
2,652
-39
| -1% | -$9.56K | 0.08% | 98 |
|
|
2024
Q4 | $761K | Sell |
2,691
-13
| -0.5% | -$3.68K | 0.09% | 84 |
|
|
2024
Q3 | $744K | Sell |
2,704
-326
| -11% | -$89.7K | 0.09% | 88 |
|
|
2024
Q2 | $913K | Buy |
3,030
+993
| +49% | +$299K | 0.12% | 78 |
|
|
2024
Q1 | $593K | Sell |
2,037
-40
| -2% | -$11.6K | 0.09% | 104 |
|
|
2023
Q4 | $528K | Sell |
2,077
-618
| -23% | -$157K | 0.09% | 115 |
|
|
2023
Q3 | $717K | Buy |
2,695
+376
| +16% | +$100K | 0.15% | 77 |
|
|
2023
Q2 | $578K | Buy |
2,319
+107
| +5% | +$26.7K | 0.12% | 91 |
|
|
2023
Q1 | $508K | Sell |
2,212
-73
| -3% | -$16.8K | 0.11% | 90 |
|
|
2022
Q4 | $398K | Sell |
2,285
-132
| -5% | -$23K | 0.1% | 108 |
|
|
2022
Q3 | $362K | Buy |
2,417
+25
| +1% | +$3.74K | 0.1% | 112 |
|
|
2022
Q2 | $549K | Sell |
2,392
-101
| -4% | -$23.2K | 0.14% | 87 |
|
|
2022
Q1 | $579K | Sell |
2,493
-366
| -13% | -$85K | 0.13% | 90 |
|
|
2021
Q4 | $739K | Buy |
2,859
+343
| +14% | +$88.7K | 0.16% | 77 |
|
|
2021
Q3 | $555K | Sell |
2,516
-136
| -5% | -$30K | 0.14% | 89 |
|
|
2021
Q2 | $793K | Sell |
2,652
-33
| -1% | -$9.87K | 0.21% | 67 |
|
|
2021
Q1 | $764K | Sell |
2,685
-374
| -12% | -$106K | 0.23% | 72 |
|
|
2020
Q4 | $794K | Buy |
+3,059
| New | +$794K | 0.26% | 67 |
|