Mount Yale Investment Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $493K | Sell |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $638K | Buy |
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|
2023
Q3 | $631K | Buy |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $62K | Sell |
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|
2018
Q2 | $251K | Buy |
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|
2018
Q1 | $238K | Buy |
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