OIA
OneDigital Investment Advisors’s Privia Health PRVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Sell |
330,520
-47,911
| -13% | -$1.1M | 0.08% | 189 |
|
|
2025
Q1 | $8.5M | Sell |
378,431
-67,884
| -15% | -$1.52M | 0.1% | 168 |
|
|
2024
Q4 | $8.73M | Sell |
446,315
-93,535
| -17% | -$1.83M | 0.1% | 165 |
|
|
2024
Q3 | $9.83M | Sell |
539,850
-1,552
| -0.3% | -$28.3K | 0.11% | 156 |
|
|
2024
Q2 | $9.41M | Sell |
541,402
-3,457
| -0.6% | -$60.1K | 0.12% | 151 |
|
|
2024
Q1 | $10.7M | Sell |
544,859
-6,780
| -1% | -$133K | 0.17% | 119 |
|
|
2023
Q4 | $12.7M | Buy |
551,639
+2,360
| +0.4% | +$54.4K | 0.22% | 95 |
|
|
2023
Q3 | $12.6M | Sell |
549,279
-563
| -0.1% | -$12.9K | 0.27% | 81 |
|
|
2023
Q2 | $14.4M | Sell |
549,842
-485
| -0.1% | -$12.7K | 0.32% | 64 |
|
|
2023
Q1 | $15.2M | Sell |
550,327
-70,826
| -11% | -$1.96M | 0.36% | 59 |
|
|
2022
Q4 | $14.1M | Hold |
621,153
| – | – | 0.41% | 52 |
|
|
2022
Q3 | $21.2M | Sell |
621,153
-100,346
| -14% | -$3.42M | 0.78% | 24 |
|
|
2022
Q2 | $21M | Buy |
+721,499
| New | +$21M | 0.9% | 20 |
|