Bell Investment Advisors’s New Oriental EDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64K	Hold	29	–	–	﹤0.01%	1387
2025 Q4	$1.6K	Hold	29	–	–	﹤0.01%	1420
2025 Q3	$1.54K	Sell	29 -21	-42%	-$1.04K	﹤0.01%	1422
2025 Q2	$2.7K	Sell	50 -20	-29%	-$950	﹤0.01%	1240
2025 Q1	$3.35K	Buy	70 +11	+19%	+$565	﹤0.01%	1095
2024 Q4	$3.79K	Buy	59 +9	+18%	+$577	﹤0.01%	1061
2024 Q3	$3.79K	Hold	50	–	–	﹤0.01%	1079
2024 Q2	$3.89K	Hold	50	–	–	﹤0.01%	1048
2024 Q1	$4.34K	Hold	50	–	–	﹤0.01%	1002
2023 Q4	$3.66K	Sell	50 -4	-7%	-$277	﹤0.01%	1047
2023 Q3	$3.16K	Sell	54 -8	-13%	-$420	﹤0.01%	1056
2023 Q2	$2.45K	Sell	62 -22	-26%	-$880	﹤0.01%	1197
2023 Q1	$3.24K	Buy	84 +11	+15%	+$444	﹤0.01%	1000
2022 Q4	$2.54K	Buy	73 +21	+40%	+$593	﹤0.01%	1160
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	1387
2022 Q2	$1K	Buy	+52	New	+$712	﹤0.01%	1412
2021 Q4	$1K	Buy	+50	New	+$1.08K	﹤0.01%	1415