OneDigital Investment Advisors’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.18M	Buy	5,431 +68	+1%	+$15.9K	0.01%	627
2025 Q4	$1.56M	Buy	5,363 +197	+4%	+$55.3K	0.02%	537
2025 Q3	$1.48M	Buy	5,166 +273	+6%	+$104K	0.02%	533
2025 Q2	$2.19M	Buy	4,893 +1,153	+31%	+$505K	0.02%	411
2025 Q1	$1.7M	Buy	3,740 +202	+6%	+$92K	0.02%	442
2024 Q4	$1.7M	Sell	3,538 -146	-4%	-$69.4K	0.02%	459
2024 Q3	$1.69M	Buy	3,684 +40	+1%	+$17K	0.02%	489
2024 Q2	$1.49M	Buy	3,644 +221	+6%	+$93.9K	0.02%	493
2024 Q1	$1.56M	Sell	3,423 -150	-4%	-$69.9K	0.02%	394
2023 Q4	$1.7M	Sell	3,573 -23	-0.6%	-$10.3K	0.03%	348
2023 Q3	$1.57M	Buy	3,596 +22	+0.6%	+$9.37K	0.03%	328
2023 Q2	$1.43M	Buy	3,574 +63	+2%	+$25.4K	0.03%	343
2023 Q1	$1.46M	Buy	3,511 +1,150	+49%	+$479K	0.03%	329
2022 Q4	$947K	Buy	2,361 +4	+0.2%	+$1.7K	0.03%	366
2022 Q3	$943K	Buy	+2,357	New	+$998K	0.04%	308