OneDigital Investment Advisors’s Howmet Aerospace HWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
8,871
-180
| -2% | -$33.5K | 0.02% | 485 |
|
|
2025
Q1 | $1.17M | Buy |
9,051
+1,469
| +19% | +$191K | 0.01% | 553 |
|
|
2024
Q4 | $829K | Buy |
7,582
+2,322
| +44% | +$254K | 0.01% | 699 |
|
|
2024
Q3 | $527K | Buy |
5,260
+124
| +2% | +$12.4K | 0.01% | 918 |
|
|
2024
Q2 | $399K | Buy |
+5,136
| New | +$399K | 0.01% | 990 |
|
|
2020
Q1 | – | Sell |
-9,344
| Closed | -$220K | – | 549 |
|
|
2019
Q4 | $220K | Buy |
+9,344
| New | +$220K | 0.02% | 479 |
|
|
2019
Q3 | – | Sell |
-810
| Closed | -$16K | – | 791 |
|
|
2019
Q2 | $16K | Buy |
810
+2
| +0.2% | +$40 | ﹤0.01% | 847 |
|
|
2019
Q1 | $12K | Buy |
808
+2
| +0.2% | +$30 | ﹤0.01% | 845 |
|
|
2018
Q4 | $10K | Buy |
806
+3
| +0.4% | +$37 | ﹤0.01% | 848 |
|
|
2018
Q3 | $14K | Buy |
803
+2
| +0.2% | +$35 | ﹤0.01% | 761 |
|
|
2018
Q2 | $10K | Buy |
801
+3
| +0.4% | +$37 | ﹤0.01% | 1041 |
|
|
2018
Q1 | $14K | Sell |
798
-2,811
| -78% | -$49.3K | ﹤0.01% | 945 |
|
|
2017
Q4 | $75K | Hold |
3,609
| – | – | 0.01% | 405 |
|
|
2017
Q3 | $69K | Hold |
3,609
| – | – | 0.03% | 304 |
|
|
2017
Q2 | $63K | Buy |
+3,609
| New | +$63K | 0.02% | 414 |
|