EWM
Empirical Wealth Management’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
10,480
-3,714
| -26% | -$143K | 0.01% | 461 |
|
|
2025
Q1 | $557K | Buy |
14,194
+3,646
| +35% | +$143K | 0.01% | 387 |
|
|
2024
Q4 | $382K | Buy |
10,548
+39
| +0.4% | +$1.41K | 0.01% | 446 |
|
|
2024
Q3 | $372K | Buy |
10,509
+317
| +3% | +$11.2K | 0.01% | 423 |
|
|
2024
Q2 | $315K | Sell |
10,192
-613
| -6% | -$18.9K | 0.01% | 447 |
|
|
2024
Q1 | $332K | Buy |
10,805
+2,927
| +37% | +$89.9K | 0.01% | 416 |
|
|
2023
Q4 | $232K | Sell |
7,878
-2,617
| -25% | -$76.9K | 0.01% | 443 |
|
|
2023
Q3 | $283K | Sell |
10,495
-826
| -7% | -$22.3K | 0.01% | 379 |
|
|
2023
Q2 | $285K | Sell |
11,321
-50,252
| -82% | -$1.26M | 0.01% | 374 |
|
|
2023
Q1 | $1.54M | Buy |
61,573
+3,639
| +6% | +$90.9K | 0.07% | 166 |
|
|
2022
Q4 | $1.4M | Sell |
57,934
-514
| -0.9% | -$12.4K | 0.07% | 170 |
|
|
2022
Q3 | $1.22M | Sell |
58,448
-6,483
| -10% | -$136K | 0.06% | 177 |
|
|
2022
Q2 | $1.45M | Sell |
64,931
-80,417
| -55% | -$1.8M | 0.08% | 165 |
|
|
2022
Q1 | $3.76M | Buy |
145,348
+64,083
| +79% | +$1.66M | 0.19% | 84 |
|
|
2021
Q4 | $2M | Buy |
+81,265
| New | +$2M | 0.1% | 132 |
|