OneAscent Wealth Management’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Buy
2025 Q1	$272K	Buy
2024 Q4	$249K	Buy
2023 Q2	–	Sell
2023 Q1	$284K	Sell
2022 Q4	$370K	Buy
2022 Q3	$229K	Sell
2022 Q2	$285K	Buy
2022 Q1	$316K	Buy