Ferguson Wellman Capital Management’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 | $839K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $5.74M | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $6.89M | Buy |
|
|||||
|
2018
Q1 | $7.34M | Buy |
|
|||||
|
2017
Q4 | $3.69M | Buy |
|
|||||
|
2017
Q3 | $3.5M | Sell |
|
|||||
|
2017
Q2 | $3.41M | Buy |
|
|||||
|
2017
Q1 | $3.23M | Buy |
|
|||||
|
2016
Q4 | $3.15M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $236K | Sell |
|
|||||
|
2014
Q4 | $238K | Sell |
|
|||||
|
2014
Q3 | $3.57M | Buy |
|
|||||
|
2014
Q2 | $4M | Sell |
|
|||||
|
2014
Q1 | $3.52M | Sell |
|
|||||
|
2013
Q4 | $4.5M | Buy |
|
|||||
|
2013
Q3 | $4.02M | Buy |
|