Bartlett & Co Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3K | Hold |
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|
2025
Q2 | $2.59K | Hold |
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|
2025
Q1 | $2.4K | Hold |
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|
2024
Q4 | $2.44K | Hold |
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|
2024
Q3 | $2.67K | Hold |
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|
2024
Q2 | $2.56K | Hold |
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|
2024
Q1 | $2.54K | Hold |
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|
2023
Q4 | $2.14K | Hold |
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|
2023
Q3 | $2.19K | Hold |
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|
2023
Q2 | $2.1K | Hold |
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|
2023
Q1 | $1.92K | Hold |
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|
2022
Q4 | $1.85K | Hold |
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|
2022
Q3 | $1.66K | Hold |
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|
2022
Q2 | $1.94K | Hold |
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|
2022
Q1 | $2.34K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.02K | Hold |
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|
2021
Q1 | $1.02K | Hold |
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|
2020
Q4 | $928 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $57.2K | Hold |
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|
2018
Q3 | $64.8K | Sell |
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|
2018
Q2 | $79K | Hold |
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|
2018
Q1 | $89.9K | Buy |
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