OneDigital Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
35,016
-9,205
| -21% | -$3.27M | 0.14% | 137 |
|
|
2025
Q1 | $15.5M | Sell |
44,221
-1,161
| -3% | -$407K | 0.18% | 109 |
|
|
2024
Q4 | $14.3M | Sell |
45,382
-18,696
| -29% | -$5.91M | 0.17% | 118 |
|
|
2024
Q3 | $17.6M | Sell |
64,078
-3,740
| -6% | -$1.03M | 0.2% | 99 |
|
|
2024
Q2 | $17.8M | Buy |
67,818
+9,618
| +17% | +$2.52M | 0.22% | 87 |
|
|
2024
Q1 | $16.2M | Sell |
58,200
-17,256
| -23% | -$4.82M | 0.26% | 84 |
|
|
2023
Q4 | $19.6M | Buy |
75,456
+17,064
| +29% | +$4.44M | 0.34% | 62 |
|
|
2023
Q3 | $13.4M | Buy |
58,392
+7,263
| +14% | +$1.67M | 0.29% | 72 |
|
|
2023
Q2 | $12.1M | Buy |
51,129
+9,479
| +23% | +$2.25M | 0.27% | 79 |
|
|
2023
Q1 | $9.39M | Buy |
41,650
+12,856
| +45% | +$2.9M | 0.22% | 88 |
|
|
2022
Q4 | $5.98M | Buy |
28,794
+8,233
| +40% | +$1.71M | 0.17% | 115 |
|
|
2022
Q3 | $3.65M | Buy |
20,561
+12,090
| +143% | +$2.15M | 0.14% | 111 |
|
|
2022
Q2 | $1.67M | Sell |
8,471
-179
| -2% | -$35.2K | 0.07% | 183 |
|
|
2022
Q1 | $1.92M | Sell |
8,650
-649
| -7% | -$144K | 0.07% | 167 |
|
|
2021
Q4 | $2.02M | Buy |
9,299
+119
| +1% | +$25.8K | 0.07% | 162 |
|
|
2021
Q3 | $2.05M | Buy |
9,180
+527
| +6% | +$117K | 0.08% | 160 |
|
|
2021
Q2 | $2.02M | Buy |
8,653
+922
| +12% | +$216K | 0.08% | 160 |
|
|
2021
Q1 | $1.64M | Sell |
7,731
-295
| -4% | -$62.5K | 0.08% | 175 |
|
|
2020
Q4 | $1.76M | Buy |
8,026
+246
| +3% | +$53.8K | 0.09% | 156 |
|
|
2020
Q3 | $1.56M | Sell |
7,780
-1,428
| -16% | -$286K | 0.11% | 154 |
|
|
2020
Q2 | $1.78M | Buy |
9,208
+697
| +8% | +$135K | 0.13% | 147 |
|
|
2020
Q1 | $1.37M | Sell |
8,511
-566
| -6% | -$91.2K | 0.12% | 160 |
|
|
2019
Q4 | $1.71M | Buy |
9,077
+227
| +3% | +$42.6K | 0.13% | 141 |
|
|
2019
Q3 | $1.52M | Buy |
8,850
+925
| +12% | +$159K | 0.14% | 134 |
|
|
2019
Q2 | $1.38M | Buy |
7,925
+4,695
| +145% | +$815K | 0.11% | 112 |
|
|
2019
Q1 | $504K | Buy |
3,230
+332
| +11% | +$51.8K | 0.07% | 173 |
|
|
2018
Q4 | $382K | Buy |
+2,898
| New | +$382K | 0.06% | 190 |
|
|
2018
Q3 | – | Sell |
-4,477
| Closed | -$593K | – | 1248 |
|
|
2018
Q2 | $593K | Buy |
4,477
+486
| +12% | +$64.4K | 0.12% | 109 |
|
|
2018
Q1 | $477K | Buy |
3,991
+637
| +19% | +$76.1K | 0.1% | 134 |
|
|
2017
Q4 | $383K | Sell |
3,354
-472
| -12% | -$53.9K | 0.04% | 156 |
|
|
2017
Q3 | $402K | Sell |
3,826
-66
| -2% | -$6.94K | 0.15% | 91 |
|
|
2017
Q2 | $365K | Buy |
+3,892
| New | +$365K | 0.11% | 147 |
|