OFS
OneAscent Financial Services’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-518
| Closed | -$251K | – | 508 |
|
|
2024
Q4 | $251K | Buy |
+518
| New | +$251K | 0.02% | 396 |
|
|
2024
Q1 | – | Sell |
-465
| Closed | -$210K | – | 397 |
|
|
2023
Q4 | $210K | Sell |
465
-158
| -25% | -$71.4K | 0.03% | 340 |
|
|
2023
Q3 | $214K | Buy |
+623
| New | +$214K | 0.06% | 244 |
|