CWP
Cyndeo Wealth Partners’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Buy |
215,603
+10,568
| +5% | +$406K | 0.49% | 56 |
|
|
2025
Q1 | $8.04M | Buy |
205,035
+13,976
| +7% | +$548K | 0.53% | 57 |
|
|
2024
Q4 | $6.91M | Buy |
191,059
+7,278
| +4% | +$263K | 0.47% | 67 |
|
|
2024
Q3 | $6.51M | Sell |
183,781
-5,792
| -3% | -$205K | 0.45% | 70 |
|
|
2024
Q2 | $5.86M | Buy |
189,573
+10,416
| +6% | +$322K | 0.46% | 63 |
|
|
2024
Q1 | $5.5M | Buy |
+179,157
| New | +$5.5M | 0.46% | 66 |
|