Envestnet Asset 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
Q2 | $3.24M | Sell |
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|
2025
Q1 | $3.1M | Buy |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $2.98M | Buy |
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|
2023
Q3 | $2.87M | Sell |
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|
2023
Q2 | $5.65M | Sell |
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|
2023
Q1 | $4.85M | Buy |
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|
2022
Q4 | $6.82M | Sell |
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|
2022
Q3 | $6.65M | Sell |
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|
2022
Q2 | $7.98M | Buy |
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|
2022
Q1 | $8.95M | Buy |
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|
2021
Q4 | $8.9M | Buy |
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|
2021
Q3 | $4.85M | Buy |
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|
2021
Q2 | $2.93M | Sell |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $2.64M | Sell |
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|
2020
Q3 | $2.34M | Sell |
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|
2020
Q2 | $2.61M | Sell |
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|
2020
Q1 | $3.07M | Buy |
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|
2019
Q4 | $4.07M | Buy |
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|
2019
Q3 | $3.08M | Sell |
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|
2019
Q2 | $3.37M | Buy |
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|
2019
Q1 | $2.89M | Sell |
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|
2018
Q4 | $5.13M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.58M | Sell |
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|
2017
Q4 | $4.69M | Buy |
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|
2017
Q3 | $1.44M | Sell |
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|
2017
Q2 | $1.8M | Sell |
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|
2017
Q1 | $1.78M | Sell |
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|
2016
Q4 | $2.07M | Sell |
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|
2016
Q3 | $2.07M | Sell |
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|
2016
Q2 | $1.81M | Sell |
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|
2016
Q1 | $2.15M | Sell |
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|
2015
Q4 | $2.31M | Buy |
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|
2015
Q3 | $2.09M | Sell |
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|
2015
Q2 | $2.47M | Buy |
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|
2015
Q1 | $1.91M | Buy |
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|
2014
Q4 | $238K | Sell |
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|
2014
Q3 | $281K | Sell |
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|
2014
Q2 | $370K | Buy |
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|
2014
Q1 | $159K | Sell |
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|
2013
Q4 | $316K | Buy |
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|
2013
Q3 | $216K | Buy |
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|
2013
Q2 | $149K | Buy |
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