Aaron Wealth Advisors’s ORIX IX Stock Holding History

Aaron Wealth Advisors’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$559K	Sell
2025 Q2	$585K	Buy
2025 Q1	$461K	Buy
2024 Q4	$445K	Buy
2024 Q3	$456K	Buy
2024 Q2	$407K	Buy
2024 Q1	$383K	Buy
2023 Q4	$231K	Buy
2023 Q3	$220K	Buy