Wescott Financial Advisory Group’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
2023 Q4	–	Sell	-36,122	Closed	-$973K	–	167
2023 Q3	$973K	Hold	36,122	–	–	0.18%	70
2023 Q2	$909K	Hold	36,122	–	–	0.16%	77
2023 Q1	$902K	Sell	36,122 -96	-0.3%	-$2.42K	0.2%	74
2022 Q4	$875K	Hold	36,218	–	–	0.19%	69
2022 Q3	$758K	Sell	36,218 -590	-2%	-$13.3K	0.21%	64
2022 Q2	$823K	Hold	36,808	–	–	0.22%	60
2022 Q1	$952K	Hold	36,808	–	–	0.25%	55
2021 Q4	$905K	Sell	36,808 -410	-1%	-$10.2K	0.47%	26
2021 Q3	$861K	Hold	37,218	–	–	0.49%	25
2021 Q2	$909K	Hold	37,218	–	–	0.54%	23
2021 Q1	$813K	Hold	37,218	–	–	0.53%	22
2020 Q4	$734K	Buy	+37,218	New	+$654K	0.52%	20