OIA
OneDigital Investment Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
6,946
-903
| -12% | -$65K | 0.01% | 898 |
|
|
2025
Q1 | $429K | Buy |
7,849
+829
| +12% | +$45.4K | 0.01% | 915 |
|
|
2024
Q4 | $825K | Sell |
7,020
-717
| -9% | -$84.3K | 0.01% | 701 |
|
|
2024
Q3 | $848K | Buy |
7,737
+513
| +7% | +$56.3K | 0.01% | 713 |
|
|
2024
Q2 | $706K | Buy |
7,224
+1,898
| +36% | +$185K | 0.01% | 753 |
|
|
2024
Q1 | $466K | Buy |
5,326
+804
| +18% | +$70.3K | 0.01% | 760 |
|
|
2023
Q4 | $325K | Sell |
4,522
-5,127
| -53% | -$369K | 0.01% | 881 |
|
|
2023
Q3 | $754K | Buy |
9,649
+93
| +1% | +$7.27K | 0.02% | 509 |
|
|
2023
Q2 | $738K | Buy |
9,556
+2,102
| +28% | +$162K | 0.02% | 496 |
|
|
2023
Q1 | $454K | Buy |
+7,454
| New | +$454K | 0.01% | 662 |
|
|
2022
Q4 | – | Sell |
-3,700
| Closed | -$221K | – | 856 |
|
|
2022
Q3 | $221K | Buy |
+3,700
| New | +$221K | 0.01% | 685 |
|
|
2022
Q2 | – | Sell |
-6,540
| Closed | -$453K | – | 784 |
|
|
2022
Q1 | $453K | Buy |
6,540
+742
| +13% | +$51.4K | 0.02% | 461 |
|
|
2021
Q4 | $531K | Buy |
5,798
+2,698
| +87% | +$247K | 0.02% | 418 |
|
|
2021
Q3 | $218K | Sell |
3,100
-2,772
| -47% | -$195K | 0.01% | 655 |
|
|
2021
Q2 | $454K | Buy |
5,872
+5,127
| +688% | +$396K | 0.02% | 427 |
|
|
2021
Q1 | $485K | Buy |
745
+26
| +4% | +$16.9K | 0.02% | 387 |
|
|
2020
Q4 | $570K | Buy |
+719
| New | +$570K | 0.03% | 325 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$11K | – | 1062 |
|
|
2019
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 917 |
|
|
2019
Q1 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 880 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$9K | – | 1237 |
|
|
2018
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1078 |
|