Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $946K | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $849K | Buy |
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|
2021
Q1 | $652K | Buy |
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