Institutional & Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $866 | Hold |
40
| – | – | ﹤0.01% | 658 |
|
|
2024
Q1 | $846 | Hold |
40
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $717 | Hold |
40
| – | – | ﹤0.01% | 643 |
|
|
2023
Q3 | $711 | Hold |
40
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $691 | Buy |
40
+5
| +14% | +$87 | ﹤0.01% | 654 |
|
|
2023
Q1 | $613 | Hold |
35
| – | – | ﹤0.01% | 660 |
|
|
2022
Q4 | $601 | Hold |
35
| – | – | ﹤0.01% | 646 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 642 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 661 |
|
|
2022
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 699 |
|
|
2021
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 726 |
|
|
2021
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 893 |
|
|
2021
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 870 |
|
|
2020
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 839 |
|
|
2020
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 867 |
|
|
2020
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 875 |
|
|
2020
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 869 |
|
|
2019
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 814 |
|
|
2019
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 858 |
|
|
2019
Q2 | $0 | Buy |
35
+5
| +17% | +$72 | ﹤0.01% | 857 |
|
|
2019
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 864 |
|
|
2018
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 857 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 807 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 800 |
|
|
2018
Q1 | $1K | Buy |
+30
| New | +$543 | ﹤0.01% | 793 |
|
Other funds holding IX
GAM
TAM
TRSOTSOK
