OneAscent Wealth Management’s CDW CDW Stock Holding History

OneAscent Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Buy
2024 Q4	–	Sell
2024 Q3	$540K	Buy
2024 Q2	$521K	Buy
2024 Q1	$444K	Buy
2023 Q4	$390K	Sell
2023 Q3	$379K	Sell
2023 Q2	$427K	Buy
2023 Q1	$385K	Sell
2022 Q4	$370K	Buy