OneDigital Investment Advisors’s Fair Isaac FICO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$441K	Sell	241 -14	-5%	-$25.6K	﹤0.01%	960
2025 Q1	$470K	Sell	255 -26	-9%	-$47.9K	0.01%	884
2024 Q4	$559K	Sell	281 -59	-17%	-$117K	0.01%	845
2024 Q3	$661K	Sell	340 -73	-18%	-$142K	0.01%	821
2024 Q2	$615K	Buy	+413	New	+$615K	0.01%	812