West Family Investments’s New Oriental EDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$388K	Sell	6,854 -103	-1%	-$5.88K	0.14%	141
2025 Q4	$383K	Hold	6,957	–	–	0.09%	220
2025 Q3	$369K	Buy	6,957 +103	+2%	+$5.08K	0.08%	243
2025 Q2	$370K	Hold	6,854	–	–	0.1%	224
2025 Q1	$328K	Hold	6,854	–	–	0.12%	160
2024 Q4	$440K	Sell	6,854 -103	-1%	-$6.6K	0.15%	138
2024 Q3	$528K	Hold	6,957	–	–	0.18%	115
2024 Q2	$541K	Hold	6,957	–	–	0.16%	102
2024 Q1	$604K	Hold	6,957	–	–	0.19%	97
2023 Q4	$510K	Hold	6,957	–	–	0.17%	95
2023 Q3	$407K	Hold	6,957	–	–	0.14%	112
2023 Q2	$275K	Hold	6,957	–	–	0.11%	170
2023 Q1	$269K	Hold	6,957	–	–	0.11%	145
2022 Q4	$242K	Buy	+6,957	New	+$197K	0.08%	191
2022 Q2	–	Sell	-1,899	Closed	-$22K	–	260
2022 Q1	$22K	Buy	+1,899	New	+$27.6K	0.01%	290
2021 Q4	–	Sell	-7,893	Closed	-$162K	–	342
2021 Q3	$162K	Buy	+7,893	New	+$251K	0.04%	314