Laird Norton Wetherby Wealth Management’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Buy |
+36,581
| New | +$824K | 0.04% | 416 |
|
|
2024
Q4 | $875K | Sell |
41,175
-4,300
| -9% | -$91.4K | 0.04% | 364 |
|
|
2024
Q3 | $1.06M | Sell |
45,475
-790
| -2% | -$18.3K | 0.05% | 340 |
|
|
2024
Q2 | $1.03M | Sell |
46,265
-600
| -1% | -$13.4K | 0.05% | 347 |
|
|
2024
Q1 | $1.03M | Buy |
46,865
+65
| +0.1% | +$1.43K | 0.05% | 352 |
|
|
2023
Q4 | $874K | Sell |
46,800
-725
| -2% | -$13.5K | 0.05% | 382 |
|
|
2023
Q3 | $892K | Buy |
47,525
+880
| +2% | +$16.5K | 0.05% | 352 |
|
|
2023
Q2 | $851K | Sell |
46,645
-1,860
| -4% | -$33.9K | 0.05% | 372 |
|
|
2023
Q1 | $796K | Sell |
48,505
-1,250
| -3% | -$20.5K | 0.05% | 389 |
|
|
2022
Q4 | $801K | Sell |
49,755
-5,815
| -10% | -$93.6K | 0.05% | 373 |
|
|
2022
Q3 | $785K | Sell |
55,570
-2,250
| -4% | -$31.8K | 0.06% | 344 |
|
|
2022
Q2 | $973K | Buy |
57,820
+670
| +1% | +$11.3K | 0.07% | 303 |
|
|
2022
Q1 | $1.14M | Sell |
57,150
-15
| -0% | -$299 | 0.07% | 279 |
|
|
2021
Q4 | $1.16M | Buy |
57,165
+500
| +0.9% | +$10.2K | 0.07% | 279 |
|
|
2021
Q3 | $1.07M | Buy |
56,665
+705
| +1% | +$13.3K | 0.07% | 282 |
|
|
2021
Q2 | $948K | Sell |
55,960
-1,090
| -2% | -$18.5K | 0.06% | 314 |
|
|
2021
Q1 | $967K | Sell |
57,050
-230
| -0.4% | -$3.9K | 0.07% | 261 |
|
|
2020
Q4 | $886K | Buy |
57,280
+4,345
| +8% | +$67.2K | 0.06% | 299 |
|
|
2020
Q3 | $663K | Sell |
52,935
-5
| -0% | -$63 | 0.06% | 314 |
|
|
2020
Q2 | $652K | Sell |
52,940
-11,740
| -18% | -$145K | 0.06% | 300 |
|
|
2020
Q1 | $764K | Buy |
64,680
+7,775
| +14% | +$91.8K | 0.09% | 230 |
|
|
2019
Q4 | $949K | Sell |
56,905
-785
| -1% | -$13.1K | 0.09% | 221 |
|
|
2019
Q3 | $867K | Buy |
57,690
+1,595
| +3% | +$24K | 0.09% | 236 |
|
|
2019
Q2 | $840K | Buy |
56,095
+7,045
| +14% | +$105K | 0.09% | 240 |
|
|
2019
Q1 | $705K | Sell |
49,050
-1,320
| -3% | -$19K | 0.09% | 261 |
|
|
2018
Q4 | $720K | Sell |
50,370
-780
| -2% | -$11.1K | 0.1% | 225 |
|
|
2018
Q3 | $829K | Sell |
51,150
-1,825
| -3% | -$29.6K | 0.1% | 228 |
|
|
2018
Q2 | $837K | Buy |
52,975
+125
| +0.2% | +$1.98K | 0.11% | 209 |
|
|
2018
Q1 | $950K | Buy |
52,850
+3,125
| +6% | +$56.2K | 0.13% | 186 |
|
|
2017
Q4 | $843K | Buy |
49,725
+1,115
| +2% | +$18.9K | 0.12% | 206 |
|
|
2017
Q3 | $787K | Buy |
48,610
+1,075
| +2% | +$17.4K | 0.12% | 209 |
|
|
2017
Q2 | $741K | Buy |
47,535
+6,085
| +15% | +$94.9K | 0.13% | 204 |
|
|
2017
Q1 | $616K | Buy |
41,450
+805
| +2% | +$12K | 0.11% | 237 |
|
|
2016
Q4 | $633K | Buy |
40,645
+180
| +0.4% | +$2.8K | 0.12% | 214 |
|
|
2016
Q3 | $600K | Buy |
40,465
+1,315
| +3% | +$19.5K | 0.12% | 209 |
|
|
2016
Q2 | $501K | Buy |
39,150
+80
| +0.2% | +$1.02K | 0.11% | 220 |
|
|
2016
Q1 | $558K | Sell |
39,070
-1,850
| -5% | -$26.4K | 0.13% | 188 |
|
|
2015
Q4 | $575K | Buy |
40,920
+150
| +0.4% | +$2.11K | 0.14% | 172 |
|
|
2015
Q3 | $530K | Buy |
40,770
+3,255
| +9% | +$42.3K | 0.14% | 181 |
|
|
2015
Q2 | $559K | Buy |
37,515
+520
| +1% | +$7.75K | 0.13% | 184 |
|
|
2015
Q1 | $520K | Buy |
36,995
+3,425
| +10% | +$48.1K | 0.13% | 194 |
|
|
2014
Q4 | $419K | Buy |
33,570
+1,995
| +6% | +$24.9K | 0.11% | 220 |
|
|
2014
Q3 | $436K | Sell |
31,575
-2,250
| -7% | -$31.1K | 0.12% | 202 |
|
|
2014
Q2 | $562K | Buy |
33,825
+1,830
| +6% | +$30.4K | 0.16% | 162 |
|
|
2014
Q1 | $451K | Sell |
31,995
-970
| -3% | -$13.7K | 0.13% | 200 |
|
|
2013
Q4 | $587K | Sell |
32,965
-285
| -0.9% | -$5.08K | 0.17% | 151 |
|
|
2013
Q3 | $545K | Buy |
33,250
+670
| +2% | +$11K | 0.17% | 147 |
|
|
2013
Q2 | $446K | Buy |
+32,580
| New | +$446K | 0.16% | 151 |
|