Kathmere 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $769K | Buy |
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|
2025
Q3 | $661K | Buy |
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|
2025
Q2 | $469K | Sell |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $532K | Buy |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $219K | Buy |
|