Abacus Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,320
| Closed | -$657K | – | 80 |
|
|
2023
Q2 | $657K | Hold |
10,320
| – | – | 0.2% | 32 |
|
|
2023
Q1 | $647K | Hold |
10,320
| – | – | 0.21% | 33 |
|
|
2022
Q4 | $581K | Hold |
10,320
| – | – | 0.21% | 34 |
|
|
2022
Q3 | $484K | Hold |
10,320
| – | – | 0.26% | 36 |
|
|
2022
Q2 | $435K | Hold |
10,320
| – | – | 0.23% | 38 |
|
|
2022
Q1 | $471K | Hold |
10,320
| – | – | 0.21% | 43 |
|
|
2021
Q4 | $486K | Hold |
10,320
| – | – | 0.17% | 53 |
|
|
2021
Q3 | $420K | Hold |
10,320
| – | – | 0.15% | 51 |
|
|
2021
Q2 | $390K | Hold |
10,320
| – | – | 0.15% | 54 |
|
|
2021
Q1 | $349K | Sell |
10,320
-15
| -0.1% | -$507 | 0.25% | 58 |
|
|
2020
Q4 | $312K | Buy |
+10,335
| New | +$312K | 0.27% | 55 |
|