RSWM
Robertson Stephens Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,733
| Closed | -$795K | – | 506 |
|
|
2024
Q1 | $795K | Buy |
2,733
+93
| +4% | +$27.1K | 0.04% | 271 |
|
|
2023
Q4 | $669K | Buy |
+2,640
| New | +$669K | 0.04% | 270 |
|
|
2022
Q4 | – | Sell |
-1,761
| Closed | -$263K | – | 411 |
|
|
2022
Q3 | $263K | Sell |
1,761
-32
| -2% | -$4.78K | 0.03% | 297 |
|
|
2022
Q2 | $408K | Sell |
1,793
-7
| -0.4% | -$1.59K | 0.04% | 259 |
|
|
2022
Q1 | $417K | Buy |
1,800
+199
| +12% | +$46.1K | 0.04% | 270 |
|
|
2021
Q4 | $414K | Buy |
+1,601
| New | +$414K | 0.03% | 280 |
|