OIA
OneDigital Investment Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
10,241
-91
| -0.9% | -$6.24K | 0.01% | 768 |
|
|
2025
Q1 | $772K | Buy |
10,332
+1,191
| +13% | +$88.9K | 0.01% | 693 |
|
|
2024
Q4 | $697K | Sell |
9,141
-139
| -1% | -$10.6K | 0.01% | 760 |
|
|
2024
Q3 | $827K | Buy |
9,280
+111
| +1% | +$9.89K | 0.01% | 729 |
|
|
2024
Q2 | $738K | Buy |
9,169
+2,016
| +28% | +$162K | 0.01% | 734 |
|
|
2024
Q1 | $548K | Buy |
7,153
+42
| +0.6% | +$3.22K | 0.01% | 712 |
|
|
2023
Q4 | $547K | Buy |
7,111
+101
| +1% | +$7.77K | 0.01% | 680 |
|
|
2023
Q3 | $523K | Sell |
7,010
-269
| -4% | -$20.1K | 0.01% | 623 |
|
|
2023
Q2 | $520K | Sell |
7,279
-245
| -3% | -$17.5K | 0.01% | 625 |
|
|
2023
Q1 | $540K | Buy |
7,524
+2,394
| +47% | +$172K | 0.01% | 591 |
|
|
2022
Q4 | $352K | Sell |
5,130
-224
| -4% | -$15.4K | 0.01% | 613 |
|
|
2022
Q3 | $270K | Sell |
5,354
-561
| -9% | -$28.3K | 0.01% | 623 |
|
|
2022
Q2 | $329K | Sell |
5,915
-220
| -4% | -$12.2K | 0.01% | 534 |
|
|
2022
Q1 | $451K | Buy |
6,135
+755
| +14% | +$55.5K | 0.02% | 463 |
|
|
2021
Q4 | $435K | Buy |
5,380
+99
| +2% | +$8.01K | 0.02% | 478 |
|
|
2021
Q3 | $359K | Buy |
5,281
+797
| +18% | +$54.2K | 0.01% | 519 |
|
|
2021
Q2 | $347K | Sell |
4,484
-240
| -5% | -$18.6K | 0.01% | 506 |
|
|
2021
Q1 | $365K | Sell |
4,724
-369
| -7% | -$28.5K | 0.02% | 456 |
|
|
2020
Q4 | $362K | Buy |
5,093
+3
| +0.1% | +$213 | 0.02% | 427 |
|
|
2020
Q3 | $282K | Sell |
5,090
-1,967
| -28% | -$109K | 0.02% | 449 |
|
|
2020
Q2 | $375K | Buy |
7,057
+136
| +2% | +$7.23K | 0.03% | 372 |
|
|
2020
Q1 | $236K | Sell |
6,921
-887
| -11% | -$30.2K | 0.02% | 417 |
|
|
2019
Q4 | $501K | Buy |
7,808
+35
| +0.5% | +$2.25K | 0.04% | 294 |
|
|
2019
Q3 | $554K | Buy |
7,773
+1,637
| +27% | +$117K | 0.05% | 257 |
|
|
2019
Q2 | $461K | Buy |
6,136
+4,239
| +223% | +$318K | 0.04% | 270 |
|
|
2019
Q1 | $101K | Hold |
1,897
| – | – | 0.01% | 370 |
|
|
2018
Q4 | $101K | Sell |
1,897
-1,178
| -38% | -$62.7K | 0.02% | 334 |
|
|
2018
Q3 | $197K | Sell |
3,075
-367
| -11% | -$23.5K | 0.05% | 185 |
|
|
2018
Q2 | $227K | Sell |
3,442
-221
| -6% | -$14.6K | 0.05% | 194 |
|
|
2018
Q1 | $234K | Buy |
3,663
+2
| +0.1% | +$128 | 0.05% | 203 |
|
|
2017
Q4 | $261K | Buy |
3,661
+944
| +35% | +$67.3K | 0.03% | 192 |
|
|
2017
Q3 | $188K | Buy |
2,717
+2,018
| +289% | +$140K | 0.07% | 153 |
|
|
2017
Q2 | $44K | Buy |
+699
| New | +$44K | 0.01% | 508 |
|