IWS
Insight Wealth Strategies’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
58,514
-10,721
| -15% | -$412K | 0.28% | 89 |
|
|
2025
Q1 | $2.72M | Buy |
69,235
+2,439
| +4% | +$95.7K | 0.37% | 76 |
|
|
2024
Q4 | $2.42M | Sell |
66,796
-3,256
| -5% | -$118K | 0.32% | 82 |
|
|
2024
Q3 | $2.48M | Buy |
70,052
+1,145
| +2% | +$40.6K | 0.33% | 82 |
|
|
2024
Q2 | $2.13M | Buy |
68,907
+1,495
| +2% | +$46.2K | 0.3% | 81 |
|
|
2024
Q1 | $2.07M | Sell |
67,412
-1,166
| -2% | -$35.8K | 0.3% | 87 |
|
|
2023
Q4 | $2.02M | Buy |
68,578
+2,092
| +3% | +$61.5K | 0.33% | 67 |
|
|
2023
Q3 | $1.79M | Buy |
66,486
+4,512
| +7% | +$122K | 0.35% | 56 |
|
|
2023
Q2 | $1.56M | Buy |
61,974
+275
| +0.4% | +$6.92K | 0.3% | 61 |
|
|
2023
Q1 | $1.54M | Sell |
61,699
-3,114
| -5% | -$77.8K | 0.3% | 56 |
|
|
2022
Q4 | $1.57M | Buy |
64,813
+4,295
| +7% | +$104K | 0.3% | 54 |
|
|
2022
Q3 | $1.35M | Hold |
60,518
| – | – | 0.25% | 68 |
|
|
2022
Q2 | $1.35M | Buy |
60,518
+5,508
| +10% | +$123K | 0.25% | 68 |
|
|
2022
Q1 | $1.42M | Buy |
+55,010
| New | +$1.42M | 0.21% | 81 |
|