OWM
OneAscent Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
1,781
+170
| +11% | +$46.4K | 0.18% | 65 |
|
|
2025
Q1 | $432K | Buy |
1,611
+391
| +32% | +$105K | 0.19% | 59 |
|
|
2024
Q4 | $408K | Buy |
1,220
+87
| +8% | +$29.1K | 0.17% | 72 |
|
|
2024
Q3 | $311K | Sell |
1,133
-309
| -21% | -$84.8K | 0.12% | 123 |
|
|
2024
Q2 | $371K | Buy |
1,442
+105
| +8% | +$27K | 0.19% | 47 |
|
|
2024
Q1 | $403K | Sell |
1,337
-193
| -13% | -$58.2K | 0.15% | 94 |
|
|
2023
Q4 | $403K | Sell |
1,530
-194
| -11% | -$51.1K | 0.16% | 80 |
|
|
2023
Q3 | $350K | Sell |
1,724
-189
| -10% | -$38.4K | 0.15% | 88 |
|
|
2023
Q2 | $404K | Buy |
+1,913
| New | +$404K | 0.19% | 48 |
|