Bessemer Group’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12K | Sell |
402
-450
| -53% | -$14.3K | ﹤0.01% | 2068 |
|
|
2025
Q4 | $25K | Buy |
852
+530
| +165% | +$14K | ﹤0.01% | 1814 |
|
|
2025
Q3 | $8K | Buy |
322
+124
| +63% | +$3.08K | ﹤0.01% | 2020 |
|
|
2025
Q2 | $4K | Sell |
198
-2,085
| -91% | -$42.8K | ﹤0.01% | 2072 |
|
|
2025
Q1 | $48K | Buy |
2,283
+1,973
| +636% | +$41.4K | ﹤0.01% | 1323 |
|
|
2024
Q4 | $7K | Buy |
310
+215
| +226% | +$4.71K | ﹤0.01% | 1904 |
|
|
2024
Q3 | $2K | Buy |
+95
| New | +$2.23K | ﹤0.01% | 2217 |
|
|
2023
Q3 | – | Sell |
-450
| Closed | -$8K | – | 2248 |
|
|
2023
Q2 | $8K | Buy |
+450
| New | +$7.8K | ﹤0.01% | 1696 |
|
|
2023
Q1 | – | Sell |
-1,035
| Closed | -$17K | – | 1980 |
|
|
2022
Q4 | $17K | Sell |
1,035
-590
| -36% | -$8.96K | ﹤0.01% | 1342 |
|
|
2022
Q3 | $23K | Buy |
1,625
+590
| +57% | +$9.64K | ﹤0.01% | 1334 |
|
|
2022
Q2 | $17K | Sell |
1,035
-3,070
| -75% | -$55.8K | ﹤0.01% | 1283 |
|
|
2022
Q1 | $82K | Sell |
4,105
-1,415
| -26% | -$28.9K | ﹤0.01% | 1003 |
|
|
2021
Q4 | $112K | Buy |
5,520
+1,340
| +32% | +$26.7K | ﹤0.01% | 971 |
|
|
2021
Q3 | $79K | Buy |
4,180
+2,460
| +143% | +$45.3K | ﹤0.01% | 979 |
|
|
2021
Q2 | $29K | Buy |
1,720
+595
| +53% | +$10.2K | ﹤0.01% | 1164 |
|
|
2021
Q1 | $20K | Sell |
1,125
-375
| -25% | -$6.41K | ﹤0.01% | 1183 |
|
|
2020
Q4 | $23K | Hold |
1,500
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q3 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 1055 |
|
|
2020
Q2 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 1469 |
|
|
2020
Q1 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q4 | $25K | Sell |
1,500
-120
| -7% | -$1.93K | ﹤0.01% | 1348 |
|
|
2019
Q3 | $24K | Buy |
1,620
+120
| +8% | +$1.8K | ﹤0.01% | 1385 |
|
|
2019
Q2 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 1410 |
|
|
2019
Q1 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 1407 |
|
|
2018
Q4 | $21K | Sell |
1,500
-7,695
| -84% | -$121K | ﹤0.01% | 1500 |
|
|
2018
Q3 | $149K | Hold |
9,195
| – | – | ﹤0.01% | 1045 |
|
|
2018
Q2 | $146K | Sell |
9,195
-22,000
| -71% | -$380K | ﹤0.01% | 1036 |
|
|
2018
Q1 | $560K | Hold |
31,195
| – | – | ﹤0.01% | 748 |
|
|
2017
Q4 | $528K | Hold |
31,195
| – | – | ﹤0.01% | 790 |
|
|
2017
Q3 | $505K | Sell |
31,195
-170
| -0.5% | -$2.73K | ﹤0.01% | 846 |
|
|
2017
Q2 | $489K | Sell |
31,365
-67,330
| -68% | -$1.05M | ﹤0.01% | 865 |
|
|
2017
Q1 | $1.47M | Buy |
98,695
+35,505
| +56% | +$550K | 0.01% | 593 |
|
|
2016
Q4 | $984K | Buy |
63,190
+1,740
| +3% | +$26.7K | ﹤0.01% | 715 |
|
|
2016
Q3 | $911K | Sell |
61,450
-34,085
| -36% | -$481K | ﹤0.01% | 634 |
|
|
2016
Q2 | $1.22M | Buy |
95,535
+15,250
| +19% | +$212K | 0.01% | 444 |
|
|
2016
Q1 | $1.15M | Buy |
80,285
+1,000
| +1% | +$13.6K | 0.01% | 445 |
|
|
2015
Q4 | $1.11M | Sell |
79,285
-5,505
| -6% | -$80.1K | 0.01% | 525 |
|
|
2015
Q3 | $1.1M | Sell |
84,790
-3,650
| -4% | -$50.6K | 0.01% | 564 |
|
|
2015
Q2 | $1.32M | Sell |
88,440
-12,775
| -13% | -$198K | 0.01% | 503 |
|
|
2015
Q1 | $1.42M | Buy |
101,215
+48,200
| +91% | +$630K | 0.01% | 469 |
|
|
2014
Q4 | $663K | Sell |
53,015
-17,135
| -24% | -$224K | ﹤0.01% | 543 |
|
|
2014
Q3 | $969K | Buy |
+70,150
| New | +$1.08M | 0.01% | 465 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
