Wambolt & Associates, LLC Orix Corp Transaction History

Wambolt & Associates, LLC

  • $293 Million
  • Q2 2025

A detailed history of Wambolt & Associates, LLC transactions in Orix Corp stock. As of the latest transaction made, Wambolt & Associates, LLC holds 97,031 shares of IX stock, worth $2.55 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
97,031
Previous 106,352 8.76%
Holding current value
$2.55 Million
Previous $2.22 Million 1.62%
% of portfolio
0.75%
Previous 0.76%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$18.25 - $22.52 $170,108 - $209,908
-9,321 Reduced 8.76%
97,031 $2.19 Million
Q1 2025

May 09, 2025
BUY
$20.44 - $107.42 $1.75 Million - $9.2 Million
85,610 Added 412.74%
106,352 $2.22 Million
Q4 2024

Feb 11, 2025
SELL
$104.38 - $117.09 $85,382 - $95,779
-818 Reduced 3.79%
20,742 $2.2 Million
Q3 2024

Nov 08, 2024
BUY
$102.71 - $125.1 $111,645 - $135,983
1,087 Added 5.31%
21,560 $2.5 Million
Q2 2024

Aug 07, 2024
BUY
$101.25 - $111.45 $68,141 - $75,005
673 Added 3.4%
20,473 $2.28 Million
Q1 2024

Apr 30, 2024
SELL
$92.09 - $112.62 $90,156 - $110,254
-979 Reduced 4.71%
19,800 $2.18 Million
Q4 2023

Feb 07, 2024
BUY
$86.42 - $94.27 $4,839 - $5,279
56 Added 0.27%
20,779 $1.94 Million
Q3 2023

Nov 06, 2023
BUY
$87.39 - $101.39 $73,058 - $84,762
836 Added 4.2%
20,723 $1.95 Million
Q2 2023

Aug 02, 2023
BUY
$81.81 - $91.96 $7,608 - $8,552
93 Added 0.47%
19,887 $1.81 Million
Q1 2023

May 05, 2023
BUY
$79.3 - $91.45 $37,033 - $42,707
467 Added 2.42%
19,794 $1.62 Million
Q4 2022

Jan 31, 2023
SELL
$69.91 - $82.12 $26,076 - $30,630
-373 Reduced 1.89%
19,327 $1.56 Million
Q2 2022

Aug 01, 2022
BUY
$84.16 - $101.89 $75,744 - $91,701
900 Added 4.79%
19,700 $1.66 Million
Q1 2022

May 10, 2022
BUY
$86.21 - $112.88 $130,177 - $170,448
1,510 Added 8.73%
18,800 $1.92 Million
Q4 2021

Feb 08, 2022
BUY
$94.2 - $104.04 $190,472 - $210,368
2,022 Added 13.24%
17,290 $1.76 Million
Q3 2021

Oct 20, 2021
BUY
$82.37 - $99.65 $172,565 - $208,766
2,095 Added 15.9%
15,268 $1.44 Million
Q2 2021

Aug 13, 2021
BUY
$79.91 - $91.26 $213,519 - $243,846
2,672 Added 25.45%
13,173 $1.12 Million
Q1 2021

Apr 19, 2021
BUY
$75.88 - $91.38 $493,978 - $594,883
6,510 Added 163.12%
10,501 $885,000
Q4 2020

Jan 19, 2021
BUY
$58.4 - $78.27 $233,074 - $312,375
3,991 New
3,991 $309,000

Others Institutions Holding IX

# of Institutions
236
Shares Held
19.8M
Call Options Held
0
Put Options Held
0
View Full List

About ORIX CORP

IX Quotes by TradingView
  • Ticker IX
  • Exchange OTC
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 236,382,000
  • Market Cap $6.2B
  • Description
  • ORIX Corporation provides diversified financial services in Japan, the Americas, Asia, Europe, Australasia, the Middle East, and internationally. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; leasing and rental of automobiles, electronic measuring instruments, and ICT-related equip...
More about IX
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