WhitTier Trust Company’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
22,529
-714
| -3% | -$16.1K | 0.01% | 394 |
|
|
2025
Q1 | $485K | Buy |
23,243
+8,063
| +53% | +$168K | 0.01% | 392 |
|
|
2024
Q4 | $323K | Buy |
15,180
+7,990
| +111% | +$170K | 0.01% | 432 |
|
|
2024
Q3 | $167K | Buy |
7,190
+1,525
| +27% | +$35.4K | ﹤0.01% | 508 |
|
|
2024
Q2 | $126K | Buy |
5,665
+3,340
| +144% | +$74.3K | ﹤0.01% | 528 |
|
|
2024
Q1 | $51.2K | Buy |
2,325
+1,980
| +574% | +$43.6K | ﹤0.01% | 677 |
|
|
2023
Q4 | $6.44K | Buy |
+345
| New | +$6.44K | ﹤0.01% | 995 |
|
|
2023
Q1 | – | Sell |
-685
| Closed | -$11K | – | 1188 |
|
|
2022
Q4 | $11K | Buy |
+685
| New | +$11K | ﹤0.01% | 931 |
|