OneAscent Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $703K | Buy |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $576K | Sell |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $552K | Buy |
|