OWM
OneAscent Wealth Management’s Genpact G Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
8,976
+523
| +6% | +$23K | 0.15% | 79 |
|
|
2025
Q1 | $426K | Buy |
8,453
+73
| +0.9% | +$3.68K | 0.18% | 61 |
|
|
2024
Q4 | $360K | Buy |
8,380
+439
| +6% | +$18.9K | 0.15% | 88 |
|
|
2024
Q3 | $311K | Buy |
+7,941
| New | +$311K | 0.12% | 124 |
|
|
2023
Q3 | – | Sell |
-8,905
| Closed | -$335K | – | 165 |
|
|
2023
Q2 | $335K | Buy |
8,905
+2,944
| +49% | +$111K | 0.16% | 62 |
|
|
2023
Q1 | $276K | Sell |
5,961
-317
| -5% | -$14.7K | 0.11% | 135 |
|
|
2022
Q4 | $291K | Buy |
6,278
+1,660
| +36% | +$76.9K | 0.14% | 112 |
|
|
2022
Q3 | $202K | Sell |
4,618
-871
| -16% | -$38.1K | 0.11% | 144 |
|
|
2022
Q2 | $233K | Sell |
5,489
-3,144
| -36% | -$133K | 0.12% | 147 |
|
|
2022
Q1 | $376K | Buy |
+8,633
| New | +$376K | 0.19% | 114 |
|