9258 Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $683K | Sell |
8,895
-30
| -0.3% | -$2.3K | 0.1% | 163 |
|
|
2024
Q2 | $628K | Buy |
8,925
+525
| +6% | +$37K | 0.1% | 164 |
|
|
2024
Q1 | $632K | Sell |
8,400
-45
| -0.5% | -$3.39K | 0.1% | 169 |
|
|
2023
Q4 | $535K | Sell |
8,445
-75
| -0.9% | -$4.75K | 0.09% | 174 |
|
|
2023
Q3 | $516K | Hold |
8,520
| – | – | 0.1% | 171 |
|
|
2023
Q2 | $543K | Buy |
8,520
+300
| +4% | +$19.1K | 0.1% | 172 |
|
|
2023
Q1 | $465K | Hold |
8,220
| – | – | 0.09% | 187 |
|
|
2022
Q4 | $463K | Buy |
8,220
+2,370
| +41% | +$133K | 0.1% | 186 |
|
|
2022
Q3 | $274K | Hold |
5,850
| – | – | 0.07% | 256 |
|
|
2022
Q2 | $246K | Buy |
5,850
+30
| +0.5% | +$1.26K | 0.06% | 287 |
|
|
2022
Q1 | $266K | Buy |
5,820
+15
| +0.3% | +$686 | 0.06% | 303 |
|
|
2021
Q4 | $273K | Hold |
5,805
| – | – | 0.06% | 307 |
|
|
2021
Q3 | $236K | Hold |
5,805
| – | – | 0.06% | 303 |
|
|
2021
Q2 | $219K | Sell |
5,805
-435
| -7% | -$16.4K | 0.06% | 316 |
|
|
2021
Q1 | $211K | Buy |
+6,240
| New | +$211K | 0.06% | 304 |
|
|
2020
Q2 | – | Sell |
-8,550
| Closed | -$222K | – | 286 |
|
|
2020
Q1 | $222K | Buy |
+8,550
| New | +$222K | 0.1% | 232 |
|