J.P. Morgan Private Wealth Advisors’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $425K | Sell |
15,794
-3,623
| -19% | -$97.6K | ﹤0.01% | 1311 |
|
|
2023
Q2 | $489K | Sell |
19,417
-27,936
| -59% | -$703K | ﹤0.01% | 1037 |
|
|
2023
Q1 | $1.18M | Sell |
47,353
-3,357
| -7% | -$83.8K | ﹤0.01% | 1096 |
|
|
2022
Q4 | $1.22M | Buy |
50,710
+1,141
| +2% | +$27.6K | ﹤0.01% | 1051 |
|
|
2022
Q3 | $1.04M | Buy |
49,569
+156
| +0.3% | +$3.26K | ﹤0.01% | 1113 |
|
|
2022
Q2 | $1.11M | Buy |
49,413
+583
| +1% | +$13K | ﹤0.01% | 1093 |
|
|
2022
Q1 | $1.26M | Sell |
48,830
-1,018
| -2% | -$26.3K | ﹤0.01% | 1100 |
|
|
2021
Q4 | $1.23M | Sell |
49,848
-2,147
| -4% | -$52.8K | ﹤0.01% | 1142 |
|
|
2021
Q3 | $1.2M | Sell |
51,995
-47
| -0.1% | -$1.09K | ﹤0.01% | 1128 |
|
|
2021
Q2 | $1.3M | Buy |
52,042
+6,643
| +15% | +$165K | ﹤0.01% | 1077 |
|
|
2021
Q1 | $992K | Buy |
45,399
+5,067
| +13% | +$111K | ﹤0.01% | 1042 |
|
|
2020
Q4 | $795K | Buy |
40,332
+1,688
| +4% | +$33.3K | ﹤0.01% | 1093 |
|
|
2020
Q3 | $570K | Buy |
38,644
+6,707
| +21% | +$98.9K | ﹤0.01% | 1101 |
|
|
2020
Q2 | $521K | Buy |
+31,937
| New | +$521K | ﹤0.01% | 1071 |
|
|
2019
Q3 | – | Sell |
-13,840
| Closed | -$310K | – | 1464 |
|
|
2019
Q2 | $310K | Sell |
13,840
-1,126
| -8% | -$25.2K | ﹤0.01% | 1137 |
|
|
2019
Q1 | $313K | Buy |
14,966
+351
| +2% | +$7.34K | ﹤0.01% | 1188 |
|
|
2018
Q4 | $301K | Sell |
14,615
-3,967
| -21% | -$81.7K | ﹤0.01% | 1172 |
|
|
2018
Q3 | $416K | Sell |
18,582
-980
| -5% | -$21.9K | ﹤0.01% | 1144 |
|
|
2018
Q2 | $389K | Buy |
+19,562
| New | +$389K | ﹤0.01% | 1103 |
|