OneDigital Investment Advisors’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,710	Closed	-$349K	–	1505
2024 Q4	$349K	Sell	4,710 -1,227	-21%	-$90.9K	﹤0.01%	1057
2024 Q3	$379K	Sell	5,937 -1,046	-15%	-$66.8K	﹤0.01%	1048
2024 Q2	$324K	Buy	+6,983	New	+$324K	﹤0.01%	1072