OFO
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OneAscent Family Office’s Visa V Stock Holding History

OneAscent Family Office’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$731K Buy
2,058
+97
+5% +$34.5K 0.69% 37
2025
Q1 		$685K Buy
1,961
+503
+34% +$176K 0.64% 50
2024
Q4 		$461K Buy
+1,458
New +$461K 0.84% 25