OneDigital Investment Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
36,056
-24
| -0.1% | -$1.64K | 0.03% | 378 |
|
|
2025
Q1 | $2.74M | Sell |
36,080
-2,929
| -8% | -$222K | 0.03% | 329 |
|
|
2024
Q4 | $4.27M | Sell |
39,009
-1,098
| -3% | -$120K | 0.05% | 268 |
|
|
2024
Q3 | $3.17M | Sell |
40,107
-359
| -0.9% | -$28.4K | 0.04% | 335 |
|
|
2024
Q2 | $2.95M | Sell |
40,466
-1,182
| -3% | -$86.3K | 0.04% | 333 |
|
|
2024
Q1 | $3.53M | Sell |
41,648
-3,103
| -7% | -$263K | 0.06% | 233 |
|
|
2023
Q4 | $4.54M | Buy |
44,751
+1,385
| +3% | +$141K | 0.08% | 199 |
|
|
2023
Q3 | $4.39M | Sell |
43,366
-120
| -0.3% | -$12.2K | 0.1% | 168 |
|
|
2023
Q2 | $4.42M | Buy |
43,486
+20
| +0% | +$2.03K | 0.1% | 164 |
|
|
2023
Q1 | $4.45M | Sell |
43,466
-449
| -1% | -$46K | 0.1% | 154 |
|
|
2022
Q4 | $3.69M | Sell |
43,915
-12
| -0% | -$1.01K | 0.11% | 162 |
|
|
2022
Q3 | $3.42M | Buy |
43,927
+430
| +1% | +$33.5K | 0.13% | 116 |
|
|
2022
Q2 | $2.87M | Buy |
43,497
+2,985
| +7% | +$197K | 0.12% | 121 |
|
|
2022
Q1 | $4.78M | Hold |
40,512
| – | – | 0.18% | 80 |
|
|
2021
Q4 | $5.29M | Hold |
40,512
| – | – | 0.19% | 69 |
|
|
2021
Q3 | $5.71M | Hold |
40,512
| – | – | 0.23% | 65 |
|
|
2021
Q2 | $4.51M | Buy |
40,512
+12
| +0% | +$1.34K | 0.19% | 77 |
|
|
2021
Q1 | $3.58M | Hold |
40,500
| – | – | 0.17% | 87 |
|
|
2020
Q4 | $3.71M | Sell |
40,500
-1,102
| -3% | -$101K | 0.19% | 80 |
|
|
2020
Q3 | $2.32M | Hold |
41,602
| – | – | 0.16% | 105 |
|
|
2020
Q2 | $2.23M | Hold |
41,602
| – | – | 0.16% | 123 |
|
|
2020
Q1 | $1.35M | Hold |
41,602
| – | – | 0.12% | 161 |
|
|
2019
Q4 | $1.75M | Hold |
41,602
| – | – | 0.14% | 136 |
|
|
2019
Q3 | $1.82M | Sell |
41,602
-41,602
| -50% | -$1.82M | 0.16% | 118 |
|
|
2019
Q2 | $4.83M | Buy |
83,204
+41,602
| +100% | +$2.42M | 0.37% | 48 |
|
|
2019
Q1 | $2.11M | Hold |
41,602
| – | – | 0.31% | 72 |
|
|
2018
Q4 | $1.49M | Buy |
+41,602
| New | +$1.49M | 0.25% | 83 |
|
|
2018
Q3 | – | Sell |
-41,602
| Closed | -$1.02M | – | 1277 |
|
|
2018
Q2 | $1.02M | Hold |
41,602
| – | – | 0.21% | 68 |
|
|
2018
Q1 | $986K | Hold |
41,602
| – | – | 0.22% | 77 |
|
|
2017
Q4 | $890K | Hold |
41,602
| – | – | 0.1% | 82 |
|
|
2017
Q3 | $867K | Hold |
41,602
| – | – | 0.32% | 43 |
|
|
2017
Q2 | $793K | Buy |
+41,602
| New | +$793K | 0.24% | 72 |
|