MBM Wealth Consultants’s Old Republic International ORI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$520K	Buy	13,040 +861	+7%	+$35.4K	0.12%	79
2025 Q4	$556K	Buy	12,179 +592	+5%	+$25.7K	0.13%	68
2025 Q3	$492K	Buy	11,587 +121	+1%	+$4.67K	0.12%	70
2025 Q2	$441K	Buy	11,466 +432	+4%	+$16.3K	0.12%	72
2025 Q1	$433K	Buy	11,034 +1,112	+11%	+$40.8K	0.13%	69
2024 Q4	$357K	Buy	9,922 +562	+6%	+$20.5K	0.11%	79
2024 Q3	$332K	Buy	9,360 +24	+0.3%	+$812	0.1%	78
2024 Q2	$280K	Buy	9,336 +67	+0.7%	+$2.05K	0.1%	81
2024 Q1	$285K	Sell	9,269 -202	-2%	-$5.87K	0.1%	82
2023 Q4	$265K	Sell	9,471 -809	-8%	-$22.8K	0.1%	84
2023 Q3	$277K	Buy	10,280 +467	+5%	+$12.6K	0.12%	82
2023 Q2	$250K	Buy	9,813 +4,062	+71%	+$102K	0.11%	87
2023 Q1	$215K	Hold	5,751	–	–	0.09%	91
2022 Q4	$139K	Buy	5,751 +1,671	+41%	+$39.2K	0.06%	113
2022 Q3	$87K	Buy	4,080 +1,172	+40%	+$26.4K	0.04%	122
2022 Q2	$65K	Buy	2,908 +109	+4%	+$2.52K	0.03%	143
2022 Q1	$72K	Buy	2,799 +790	+39%	+$20.4K	0.03%	162
2021 Q4	$49K	Buy	2,009 +614	+44%	+$15.2K	0.02%	165
2021 Q3	$32K	Buy	1,395 +285	+26%	+$7.05K	0.01%	175
2021 Q2	$28K	Hold	1,110	–	–	0.01%	172
2021 Q1	$24K	Buy	+1,110	New	+$22.2K	0.01%	177