J. Safra Sarasin Holding’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
10,984
-37,782
| -77% | -$1.1M | 0.01% | 411 |
|
|
2025
Q1 | $1.23M | Sell |
48,766
-5,322
| -10% | -$134K | 0.02% | 287 |
|
|
2024
Q4 | $1.53M | Sell |
54,088
-690
| -1% | -$19.5K | 0.03% | 261 |
|
|
2024
Q3 | $1.83M | Sell |
54,778
-1,715
| -3% | -$57.2K | 0.03% | 225 |
|
|
2024
Q2 | $1.7M | Buy |
+56,493
| New | +$1.7M | 0.03% | 240 |
|