Cerity Partners’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 | $3.22M | Sell |
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|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $987K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $840K | Buy |
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|
2022
Q4 | $717K | Sell |
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|
2022
Q3 | $634K | Sell |
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|
2022
Q2 | $789K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $262K | Buy |
|