OIA
OneDigital Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
37,187
+318
| +0.9% | +$86.7K | 0.11% | 158 |
|
|
2025
Q1 | $9.89M | Sell |
36,869
-9,572
| -21% | -$2.57M | 0.12% | 152 |
|
|
2024
Q4 | $15.5M | Sell |
46,441
-3,107
| -6% | -$1.04M | 0.18% | 106 |
|
|
2024
Q3 | $13.6M | Sell |
49,548
-3,947
| -7% | -$1.08M | 0.15% | 119 |
|
|
2024
Q2 | $13.8M | Buy |
53,495
+6,231
| +13% | +$1.6M | 0.17% | 109 |
|
|
2024
Q1 | $14.2M | Buy |
47,264
+7,159
| +18% | +$2.16M | 0.22% | 95 |
|
|
2023
Q4 | $10.6M | Buy |
40,105
+14,136
| +54% | +$3.72M | 0.18% | 113 |
|
|
2023
Q3 | $5.27M | Buy |
25,969
+3,209
| +14% | +$651K | 0.11% | 147 |
|
|
2023
Q2 | $4.81M | Buy |
22,760
+9,997
| +78% | +$2.11M | 0.11% | 153 |
|
|
2023
Q1 | $2.55M | Buy |
12,763
+379
| +3% | +$75.7K | 0.06% | 239 |
|
|
2022
Q4 | $1.64M | Sell |
12,384
-1,231
| -9% | -$163K | 0.05% | 281 |
|
|
2022
Q3 | $1.96M | Buy |
13,615
+102
| +0.8% | +$14.7K | 0.07% | 192 |
|
|
2022
Q2 | $2.23M | Buy |
13,513
+8,042
| +147% | +$1.33M | 0.1% | 145 |
|
|
2022
Q1 | $1.16M | Buy |
5,471
+1,547
| +39% | +$329K | 0.04% | 234 |
|
|
2021
Q4 | $997K | Buy |
3,924
+201
| +5% | +$51.1K | 0.04% | 275 |
|
|
2021
Q3 | $1.01M | Sell |
3,723
-137
| -4% | -$37.2K | 0.04% | 264 |
|
|
2021
Q2 | $943K | Buy |
3,860
+1,003
| +35% | +$245K | 0.04% | 264 |
|
|
2021
Q1 | $605K | Sell |
2,857
-605
| -17% | -$128K | 0.03% | 335 |
|
|
2020
Q4 | $770K | Buy |
3,462
+2,285
| +194% | +$508K | 0.04% | 270 |
|
|
2020
Q3 | $296K | Sell |
1,177
-32
| -3% | -$8.05K | 0.02% | 429 |
|
|
2020
Q2 | $226K | Buy |
+1,209
| New | +$226K | 0.02% | 503 |
|
|
2019
Q3 | – | Sell |
-1,054
| Closed | -$160K | – | 634 |
|
|
2019
Q2 | $160K | Buy |
1,054
+100
| +10% | +$15.2K | 0.01% | 419 |
|
|
2019
Q1 | $151K | Buy |
954
+626
| +191% | +$99.1K | 0.02% | 315 |
|
|
2018
Q4 | $45K | Buy |
+328
| New | +$45K | 0.01% | 478 |
|
|
2018
Q3 | – | Sell |
-1,259
| Closed | -$172K | – | 1063 |
|
|
2018
Q2 | $172K | Buy |
1,259
+965
| +328% | +$132K | 0.04% | 239 |
|
|
2018
Q1 | $34K | Sell |
294
-628
| -68% | -$72.6K | 0.01% | 626 |
|
|
2017
Q4 | $94K | Sell |
922
-375
| -29% | -$38.2K | 0.01% | 350 |
|
|
2017
Q3 | $121K | Sell |
1,297
-1,075
| -45% | -$100K | 0.04% | 201 |
|
|
2017
Q2 | $205K | Buy |
+2,372
| New | +$205K | 0.06% | 193 |
|