Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.8K | Buy |
694
+277
| +66% | +$8.79K | ﹤0.01% | 2790 |
|
|
2025
Q4 | $12.2K | Sell |
417
-70
| -14% | -$1.85K | ﹤0.01% | 2920 |
|
|
2025
Q3 | $12.7K | Sell |
487
-459
| -49% | -$11.4K | ﹤0.01% | 2823 |
|
|
2025
Q2 | $21.3K | Buy |
946
+943
| +31,433% | +$19.4K | ﹤0.01% | 2551 |
|
|
2025
Q1 | $63 | Sell |
3
-892
| -100% | -$18.7K | ﹤0.01% | 3562 |
|
|
2024
Q4 | $19K | Buy |
895
+845
| +1,690% | +$18.5K | ﹤0.01% | 2534 |
|
|
2024
Q3 | $1.16K | Hold |
50
| – | – | ﹤0.01% | 3217 |
|
|
2024
Q2 | $1.11K | Sell |
50
-355
| -88% | -$7.58K | ﹤0.01% | 3205 |
|
|
2024
Q1 | $8.93K | Buy |
405
+355
| +710% | +$7.22K | ﹤0.01% | 2674 |
|
|
2023
Q4 | $934 | Sell |
50
-230
| -82% | -$4.18K | ﹤0.01% | 3184 |
|
|
2023
Q3 | $5.26K | Buy |
280
+230
| +460% | +$4.3K | ﹤0.01% | 2741 |
|
|
2023
Q2 | $912 | Sell |
50
-55
| -52% | -$953 | ﹤0.01% | 3105 |
|
|
2023
Q1 | $1.72K | Buy |
105
+85
| +425% | +$1.46K | ﹤0.01% | 2953 |
|
|
2022
Q4 | $322 | Buy |
+20
| New | +$304 | ﹤0.01% | 3157 |
|
|
2022
Q3 | – | Sell |
-85
| Closed | -$1K | – | 3244 |
|
|
2022
Q2 | $1K | Buy |
85
+10
| +13% | +$182 | ﹤0.01% | 3036 |
|
|
2022
Q1 | $1K | Sell |
75
-530
| -88% | -$10.8K | ﹤0.01% | 2995 |
|
|
2021
Q4 | $13K | Sell |
605
-145
| -19% | -$2.89K | ﹤0.01% | 2477 |
|
|
2021
Q3 | $14K | Hold |
750
| – | – | ﹤0.01% | 2352 |
|
|
2021
Q2 | $12K | Hold |
750
| – | – | ﹤0.01% | 2370 |
|
|
2021
Q1 | $12K | Buy |
750
+75
| +11% | +$1.28K | ﹤0.01% | 2233 |
|
|
2020
Q4 | $10K | Hold |
675
| – | – | ﹤0.01% | 2196 |
|
|
2020
Q3 | $8K | Hold |
675
| – | – | ﹤0.01% | 2050 |
|
|
2020
Q2 | $8K | Sell |
675
-50
| -7% | -$615 | ﹤0.01% | 1972 |
|
|
2020
Q1 | $9K | Sell |
725
-520
| -42% | -$8.21K | ﹤0.01% | 1919 |
|
|
2019
Q4 | $21K | Buy |
1,245
+570
| +84% | +$9.15K | ﹤0.01% | 1723 |
|
|
2019
Q3 | $10K | Hold |
675
| – | – | ﹤0.01% | 1922 |
|
|
2019
Q2 | $10K | Hold |
675
| – | – | ﹤0.01% | 1952 |
|
|
2019
Q1 | $10K | Hold |
675
| – | – | ﹤0.01% | 1947 |
|
|
2018
Q4 | $10K | Hold |
675
| – | – | ﹤0.01% | 1834 |
|
|
2018
Q3 | $11K | Hold |
675
| – | – | ﹤0.01% | 1898 |
|
|
2018
Q2 | $11K | Hold |
675
| – | – | ﹤0.01% | 1811 |
|
|
2018
Q1 | $12K | Hold |
675
| – | – | ﹤0.01% | 1700 |
|
|
2017
Q4 | $11K | Buy |
675
+355
| +111% | +$6.01K | ﹤0.01% | 1723 |
|
|
2017
Q3 | $5K | Buy |
+320
| New | +$5.15K | ﹤0.01% | 1818 |
|
|
2017
Q1 | – | Sell |
-1,080
| Closed | -$17K | – | 2211 |
|
|
2016
Q4 | $17K | Buy |
+1,080
| New | +$16.6K | ﹤0.01% | 1424 |
|
|
2016
Q3 | – | Sell |
-825
| Closed | -$11K | – | 862 |
|
|
2016
Q2 | $11K | Sell |
825
-40
| -5% | -$557 | ﹤0.01% | 1338 |
|
|
2016
Q1 | $12K | Buy |
+865
| New | +$11.8K | ﹤0.01% | 1365 |
|
|
2015
Q2 | – | Sell |
-65
| Closed | -$1K | – | 1526 |
|
|
2015
Q1 | $1K | Buy |
+65
| New | +$850 | ﹤0.01% | 1462 |
|
|
2014
Q4 | – | Sell |
-15
| Closed | – | – | 1767 |
|
|
2014
Q3 | $0 | Buy |
+15
| New | +$230 | ﹤0.01% | 1400 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
