OWM
OneAscent Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,100
| Closed | -$320K | – | 123 |
|
|
2024
Q1 | $320K | Sell |
1,100
-359
| -25% | -$104K | 0.12% | 121 |
|
|
2023
Q4 | $371K | Buy |
+1,459
| New | +$371K | 0.15% | 94 |
|
|
2021
Q4 | – | Sell |
-2,775
| Closed | -$611K | – | 97 |
|
|
2021
Q3 | $611K | Buy |
+2,775
| New | +$611K | 0.7% | 22 |
|
|
2021
Q1 | $1.33M | Buy |
+4,685
| New | +$1.33M | 0.57% | 19 |
|