Laird Norton Wetherby Wealth 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
Q3 | $939K | Sell |
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|
2025
Q2 | $824K | Buy |
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|
2024
Q4 | $875K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $874K | Sell |
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|
2023
Q3 | $892K | Buy |
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|
2023
Q2 | $851K | Sell |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $801K | Sell |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $973K | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $948K | Sell |
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|
2021
Q1 | $967K | Sell |
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|
2020
Q4 | $886K | Buy |
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|
2020
Q3 | $663K | Sell |
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|
2020
Q2 | $652K | Sell |
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|
2020
Q1 | $764K | Buy |
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|
2019
Q4 | $949K | Sell |
|
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|
2019
Q3 | $867K | Buy |
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|
2019
Q2 | $840K | Buy |
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|
2019
Q1 | $705K | Sell |
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|
2018
Q4 | $720K | Sell |
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|
2018
Q3 | $829K | Sell |
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|
2018
Q2 | $837K | Buy |
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|
2018
Q1 | $950K | Buy |
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|
2017
Q4 | $843K | Buy |
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|
2017
Q3 | $787K | Buy |
|
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|
2017
Q2 | $741K | Buy |
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|
2017
Q1 | $616K | Buy |
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|
2016
Q4 | $633K | Buy |
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|
2016
Q3 | $600K | Buy |
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|
2016
Q2 | $501K | Buy |
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|
2016
Q1 | $558K | Sell |
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|
2015
Q4 | $575K | Buy |
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|
2015
Q3 | $530K | Buy |
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|
2015
Q2 | $559K | Buy |
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|
2015
Q1 | $520K | Buy |
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|
2014
Q4 | $419K | Buy |
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|
2014
Q3 | $436K | Sell |
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|
2014
Q2 | $562K | Buy |
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|
2014
Q1 | $451K | Sell |
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|
2013
Q4 | $587K | Sell |
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|
2013
Q3 | $545K | Buy |
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|
2013
Q2 | $446K | Buy |
|