OneDigital Investment Advisors’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $998K | Buy |
15,054
+4,236
| +39% | +$281K | 0.01% | 638 |
|
2025
Q1 | $721K | Buy |
+10,818
| New | +$721K | 0.01% | 723 |
|
2019
Q3 | – | Sell |
-78
| Closed | -$5K | – | 972 |
|
2019
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 1035 |
|
2019
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 989 |
|
2018
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 980 |
|
2018
Q3 | – | Sell |
-78
| Closed | -$5K | – | 1169 |
|
2018
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 1167 |
|
2018
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 1192 |
|
2017
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 1090 |
|
2017
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 889 |
|
2017
Q2 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 1062 |
|