One Ascent Wealth Management LLC FERGUSON ENTERPRISES INC Transaction History

One Ascent Wealth Management LLC

  • $231 Million
  • Q1 2025
Number of Shares
1,319
Previous 1,365 3.37%
Holding current value
$211,000
Previous $237,000 10.97%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
N/A
-46 Reduced 3.37%
1,319 $211,000
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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