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Whipplewood Advisors’s ORIX IX Stock Holding History

Whipplewood Advisors’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.13K Buy
361
+336
+1,344% +$7.57K ﹤0.01% 601
2025
Q1 		$7.31K Sell
25
-600
-96% -$175K ﹤0.01% 621
2024
Q4 		$13.3K Buy
+625
New +$13.3K 0.01% 511