Venturi Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+9,656
| New | +$217K | 0.01% | 505 |
|
|
2025
Q1 | – | Sell |
-835
| Closed | -$17.7K | – | 1226 |
|
|
2024
Q4 | $17.7K | Buy |
835
+440
| +111% | +$9.35K | ﹤0.01% | 1290 |
|
|
2024
Q3 | $9.17K | Buy |
395
+110
| +39% | +$2.55K | ﹤0.01% | 1215 |
|
|
2024
Q2 | $6.35K | Buy |
+285
| New | +$6.35K | ﹤0.01% | 1184 |
|