Carson Wealth (CWM LLC)’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
92,979
+46,442
| +100% | +$1.79M | 0.01% | 701 |
|
|
2025
Q1 | $1.83M | Buy |
46,537
+32,264
| +226% | +$1.27M | 0.01% | 859 |
|
|
2024
Q4 | $517K | Buy |
14,273
+8,953
| +168% | +$324K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $188K | Sell |
5,320
-641
| -11% | -$22.7K | ﹤0.01% | 1786 |
|
|
2024
Q2 | $184K | Buy |
5,961
+2,403
| +68% | +$74.2K | ﹤0.01% | 1626 |
|
|
2024
Q1 | $109K | Sell |
3,558
-11,477
| -76% | -$352K | ﹤0.01% | 1826 |
|
|
2023
Q4 | $442K | Sell |
15,035
-1,170
| -7% | -$34.4K | ﹤0.01% | 1105 |
|
|
2023
Q3 | $437K | Buy |
16,205
+691
| +4% | +$18.6K | ﹤0.01% | 1022 |
|
|
2023
Q2 | $390K | Sell |
15,514
-357
| -2% | -$8.97K | ﹤0.01% | 1017 |
|
|
2023
Q1 | $396K | Buy |
15,871
+349
| +2% | +$8.71K | ﹤0.01% | 958 |
|
|
2022
Q4 | $375K | Buy |
15,522
+1,166
| +8% | +$28.2K | ﹤0.01% | 890 |
|
|
2022
Q3 | $300K | Buy |
14,356
+716
| +5% | +$15K | ﹤0.01% | 912 |
|
|
2022
Q2 | $305K | Sell |
13,640
-428
| -3% | -$9.57K | ﹤0.01% | 886 |
|
|
2022
Q1 | $364K | Buy |
14,068
+4,589
| +48% | +$119K | ﹤0.01% | 816 |
|
|
2021
Q4 | $233K | Buy |
+9,479
| New | +$233K | ﹤0.01% | 960 |
|
|
2021
Q2 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2021
Q1 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q4 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q3 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q2 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q1 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q4 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q3 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q2 | $57K | Hold |
2,285
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q1 | $57K | Buy |
2,285
+1,788
| +360% | +$44.6K | ﹤0.01% | 1340 |
|
|
2018
Q4 | $10K | Sell |
497
-401
| -45% | -$8.07K | ﹤0.01% | 1330 |
|
|
2018
Q3 | $20K | Buy |
+898
| New | +$20K | ﹤0.01% | 953 |
|
|
2016
Q4 | – | Sell |
-380
| Closed | -$7K | – | 1155 |
|
|
2016
Q3 | $7K | Buy |
+380
| New | +$7K | ﹤0.01% | 778 |
|