One Ascent Wealth Management LLC FERGUSON ENTERPRISES INC Transaction History

One Ascent Wealth Management LLC

  • $243 Million
  • Q4 2024
Number of Shares
1,365
Previous 2,194 37.78%
Holding current value
$237,000
Previous $436,000 45.64%
% of portfolio
0.1%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
N/A
-829 Reduced 37.78%
1,365 $237,000
Q3 2024

Nov 07, 2024
BUY
N/A
2,194 New
2,194 $436,000
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