Parr McKnight Wealth Management Group’s ORIX IX Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio IX Stock Details IX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.91M	Sell
2025 Q3	$1.74M	Sell
2025 Q2	$1.53M	Buy
2025 Q1	$1.41M	Sell
2024 Q4	$1.45M	Buy