OneDigital Investment Advisors’s Clarivate CLVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
297,631
+2,603
+0.9% +$11.2K 0.01% 563
2025
Q1
$1.16M Buy
295,028
+14,617
+5% +$57.4K 0.01% 558
2024
Q4
$1.42M Buy
280,411
+153,638
+121% +$780K 0.02% 520
2024
Q3
$900K Buy
126,773
+2,865
+2% +$20.3K 0.01% 688
2024
Q2
$705K Buy
123,908
+24,364
+24% +$139K 0.01% 754
2024
Q1
$740K Buy
99,544
+2,541
+3% +$18.9K 0.01% 604
2023
Q4
$898K Sell
97,003
-2,451
-2% -$22.7K 0.02% 517
2023
Q3
$667K Buy
99,454
+1,361
+1% +$9.13K 0.01% 547
2023
Q2
$935K Buy
98,093
+70,455
+255% +$671K 0.02% 426
2023
Q1
$260K Buy
+27,638
New +$260K 0.01% 827