Private Trust Company’s ORIX IX Stock Holding History

Private Trust Company’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7K	Buy
2025 Q2	$4.17K	Buy
2025 Q1	$2.72K	Buy
2017 Q3	–	Sell
2017 Q2	$205K	Buy
2014 Q4	–	Sell
2014 Q3	$10K	Buy
2014 Q2	$10K	Buy
2014 Q1	$4K	Buy