OWA
ORBA Wealth Advisors’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-900
| Closed | -$219K | – | 86 |
|
|
2025
Q1 | $219K | Sell |
900
-8
| -0.9% | -$1.95K | 0.11% | 98 |
|
|
2024
Q4 | $255K | Hold |
908
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $249K | Hold |
908
| – | – | 0.13% | 96 |
|
|
2024
Q2 | $272K | Sell |
908
-23
| -2% | -$6.9K | 0.14% | 89 |
|
|
2024
Q1 | $270K | Hold |
931
| – | – | 0.15% | 85 |
|
|
2023
Q4 | $236K | Buy |
+931
| New | +$236K | 0.14% | 82 |
|