OneDigital Investment Advisors’s Upwork UPWK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.8M	Sell	255,091 -2,825	-1%	-$44.5K	0.03%	389
2025 Q4	$5.11M	Sell	257,916 -10,484	-4%	-$192K	0.05%	271
2025 Q3	$4.98M	Sell	268,400 -5,199	-2%	-$77.4K	0.05%	252
2025 Q2	$3.68M	Sell	273,599 -4,338	-2%	-$62.3K	0.04%	288
2025 Q1	$3.63M	Sell	277,937 -36,570	-12%	-$557K	0.04%	283
2024 Q4	$5.14M	Buy	314,507 +129,923	+70%	+$1.87M	0.06%	235
2024 Q3	$1.93M	Sell	184,584 -102	-0.1%	-$1.06K	0.02%	447
2024 Q2	$1.99M	Buy	184,686 +56,795	+44%	+$644K	0.02%	425
2024 Q1	$1.57M	Buy	127,891 +295	+0.2%	+$4.01K	0.02%	392
2023 Q4	$1.9M	Sell	127,596 -6,210	-5%	-$80.1K	0.03%	325
2023 Q3	$1.52M	Buy	133,806 +59	+0%	+$732	0.03%	336
2023 Q2	$1.25M	Buy	133,747 +72,130	+117%	+$654K	0.03%	368
2023 Q1	$698K	Buy	+61,617	New	+$733K	0.02%	505