MWPCG
Measured Wealth Private Client Group’s Old Republic International ORI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $996K | Buy |
25,898
+2,510
| +11% | +$96.5K | 0.3% | 44 |
|
2025
Q1 | $917K | Buy |
23,388
+4,305
| +23% | +$169K | 0.29% | 45 |
|
2024
Q4 | $691K | Buy |
19,083
+8,669
| +83% | +$314K | 0.22% | 58 |
|
2024
Q3 | $369K | Buy |
10,414
+1,425
| +16% | +$50.5K | 0.12% | 112 |
|
2024
Q2 | $278K | Buy |
8,989
+831
| +10% | +$25.7K | 0.1% | 155 |
|
2024
Q1 | $251K | Sell |
8,158
-24,683
| -75% | -$758K | 0.09% | 166 |
|
2023
Q4 | $966K | Buy |
32,841
+1,676
| +5% | +$49.3K | 0.36% | 38 |
|
2023
Q3 | $840K | Buy |
31,165
+4,037
| +15% | +$109K | 0.34% | 45 |
|
2023
Q2 | $683K | Buy |
+27,128
| New | +$683K | 0.26% | 58 |
|
2018
Q4 | – | Sell |
-110
| Closed | -$2K | – | 506 |
|
2018
Q3 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 776 |
|