OneAscent Wealth Management’s Salesforce CRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$486K	Buy
2025 Q1	$432K	Buy
2024 Q4	$408K	Buy
2024 Q3	$311K	Sell
2024 Q2	$371K	Buy
2024 Q1	$403K	Sell
2023 Q4	$403K	Sell
2023 Q3	$350K	Sell
2023 Q2	$404K	Buy