Whittier Trust’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $942K | Buy |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $525K | Sell |
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|
2022
Q1 | $851K | Sell |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $965K | Hold |
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|
2021
Q2 | $864K | Hold |
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|
2021
Q1 | $866K | Buy |
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|
2020
Q4 | $765K | Hold |
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|
2020
Q3 | $619K | Sell |
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|
2020
Q2 | $616K | Buy |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $496K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $3K | Buy |
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