OFO
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OneAscent Family Office’s IBM IBM Stock Holding History

OneAscent Family Office’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$400K Sell
1,356
-1,538
-53% -$454K 0.38% 63
2025
Q1 		$720K Buy
2,894
+1,140
+65% +$284K 0.67% 45
2024
Q4 		$386K Buy
+1,754
New +$386K 0.7% 33