OneDigital Investment Advisors’s Howmet Aerospace HWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Sell	5,410 -1,581	-23%	-$368K	0.01%	612
2025 Q4	$1.43M	Sell	6,991 -740	-10%	-$147K	0.01%	561
2025 Q3	$1.52M	Sell	7,731 -1,140	-13%	-$208K	0.02%	524
2025 Q2	$1.65M	Sell	8,871 -180	-2%	-$27.7K	0.02%	485
2025 Q1	$1.17M	Buy	9,051 +1,469	+19%	+$187K	0.01%	553
2024 Q4	$829K	Buy	7,582 +2,322	+44%	+$254K	0.01%	699
2024 Q3	$527K	Buy	5,260 +124	+2%	+$11.2K	0.01%	918
2024 Q2	$399K	Buy	+5,136	New	+$389K	0.01%	991
2020 Q1	–	Sell	-9,344	Closed	-$220K	–	594
2019 Q4	$220K	Buy	+9,344	New	+$209K	0.02%	491
2019 Q3	–	Sell	-810	Closed	-$16K	–	831
2019 Q2	$16K	Buy	810 +2	+0.2%	+$34	﹤0.01%	853
2019 Q1	$12K	Buy	808 +2	+0.2%	+$29	﹤0.01%	845
2018 Q4	$10K	Buy	806 +3	+0.4%	+$47	﹤0.01%	848
2018 Q3	$14K	Buy	803 +2	+0.2%	+$32	﹤0.01%	761
2018 Q2	$10K	Buy	801 +3	+0.4%	+$45	﹤0.01%	1041
2018 Q1	$14K	Sell	798 -2,811	-78%	-$57.2K	﹤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	+$73.5K	0.02%	414