Farmers & Merchants Investments Inc’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-740
| Closed | -$17.2K | – | 1800 |
|
|
2024
Q3 | $17.2K | Hold |
740
| – | – | ﹤0.01% | 603 |
|
|
2024
Q2 | $16.5K | Hold |
740
| – | – | ﹤0.01% | 595 |
|
|
2024
Q1 | $16.3K | Hold |
740
| – | – | ﹤0.01% | 560 |
|
|
2023
Q4 | $13.8K | Hold |
740
| – | – | ﹤0.01% | 571 |
|
|
2023
Q3 | $13.9K | Hold |
740
| – | – | ﹤0.01% | 561 |
|
|
2023
Q2 | $13.5K | Hold |
740
| – | – | ﹤0.01% | 580 |
|
|
2023
Q1 | $12.1K | Sell |
740
-265
| -26% | -$4.35K | ﹤0.01% | 592 |
|
|
2022
Q4 | $16.2K | Sell |
1,005
-70
| -7% | -$1.13K | ﹤0.01% | 566 |
|
|
2022
Q3 | $15K | Sell |
1,075
-1,075
| -50% | -$15K | ﹤0.01% | 566 |
|
|
2022
Q2 | $36K | Hold |
2,150
| – | – | ﹤0.01% | 465 |
|
|
2022
Q1 | $43K | Buy |
2,150
+1,100
| +105% | +$22K | ﹤0.01% | 444 |
|
|
2021
Q4 | $21K | Buy |
1,050
+80
| +8% | +$1.6K | ﹤0.01% | 582 |
|
|
2021
Q3 | $18K | Buy |
970
+540
| +126% | +$10K | ﹤0.01% | 573 |
|
|
2021
Q2 | $7K | Sell |
430
-250
| -37% | -$4.07K | ﹤0.01% | 730 |
|
|
2021
Q1 | $12K | Hold |
680
| – | – | ﹤0.01% | 565 |
|
|
2020
Q4 | $11K | Hold |
680
| – | – | ﹤0.01% | 573 |
|
|
2020
Q3 | $9K | Buy |
680
+35
| +5% | +$463 | ﹤0.01% | 573 |
|
|
2020
Q2 | $8K | Hold |
645
| – | – | ﹤0.01% | 595 |
|
|
2020
Q1 | $8K | Hold |
645
| – | – | ﹤0.01% | 550 |
|
|
2019
Q4 | $11K | Hold |
645
| – | – | ﹤0.01% | 545 |
|
|
2019
Q3 | $10K | Hold |
645
| – | – | ﹤0.01% | 548 |
|
|
2019
Q2 | $10K | Hold |
645
| – | – | ﹤0.01% | 544 |
|
|
2019
Q1 | $9K | Sell |
645
-135
| -17% | -$1.88K | ﹤0.01% | 557 |
|
|
2018
Q4 | $11K | Hold |
780
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $13K | Hold |
780
| – | – | ﹤0.01% | 490 |
|
|
2018
Q2 | $12K | Hold |
780
| – | – | ﹤0.01% | 512 |
|
|
2018
Q1 | $14K | Hold |
780
| – | – | ﹤0.01% | 473 |
|
|
2017
Q4 | $13K | Hold |
780
| – | – | ﹤0.01% | 487 |
|
|
2017
Q3 | $13K | Hold |
780
| – | – | ﹤0.01% | 477 |
|
|
2017
Q2 | $12K | Hold |
780
| – | – | ﹤0.01% | 502 |
|
|
2017
Q1 | $12K | Sell |
780
-25
| -3% | -$385 | ﹤0.01% | 462 |
|
|
2016
Q4 | $13K | Sell |
805
-35
| -4% | -$565 | ﹤0.01% | 479 |
|
|
2016
Q3 | $12K | Buy |
840
+110
| +15% | +$1.57K | ﹤0.01% | 443 |
|
|
2016
Q2 | $9K | Hold |
730
| – | – | ﹤0.01% | 460 |
|
|
2016
Q1 | $10K | Buy |
730
+30
| +4% | +$411 | ﹤0.01% | 458 |
|
|
2015
Q4 | $10K | Buy |
700
+115
| +20% | +$1.64K | ﹤0.01% | 476 |
|
|
2015
Q3 | $8K | Hold |
585
| – | – | ﹤0.01% | 517 |
|
|
2015
Q2 | $9K | Sell |
585
-5
| -0.8% | -$77 | ﹤0.01% | 526 |
|
|
2015
Q1 | $8K | Hold |
590
| – | – | ﹤0.01% | 555 |
|
|
2014
Q4 | $7K | Sell |
590
-150
| -20% | -$1.78K | ﹤0.01% | 557 |
|
|
2014
Q3 | $10K | Hold |
740
| – | – | ﹤0.01% | 503 |
|
|
2014
Q2 | $12K | Hold |
740
| – | – | ﹤0.01% | 468 |
|
|
2014
Q1 | $10K | Hold |
740
| – | – | ﹤0.01% | 493 |
|
|
2013
Q4 | $13K | Hold |
740
| – | – | ﹤0.01% | 458 |
|
|
2013
Q3 | $12K | Sell |
740
-1,010
| -58% | -$16.4K | ﹤0.01% | 441 |
|
|
2013
Q2 | $24K | Buy |
+1,750
| New | +$24K | ﹤0.01% | 363 |
|