AWM
Aries Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
4,965
+4,634
| +1,400% | +$418K | 0.12% | 150 |
|
|
2025
Q1 | $474K | Hold |
331
| – | – | 0.13% | 141 |
|
|
2024
Q4 | $393K | Hold |
331
| – | – | 0.11% | 154 |
|
|
2024
Q3 | $381K | Sell |
331
-23
| -6% | -$26.5K | 0.1% | 161 |
|
|
2024
Q2 | $374K | Hold |
354
| – | – | 0.12% | 142 |
|
|
2024
Q1 | $400K | Hold |
354
| – | – | 0.13% | 139 |
|
|
2023
Q4 | $336K | Hold |
354
| – | – | 0.12% | 144 |
|
|
2023
Q3 | $335K | Hold |
354
| – | – | 0.13% | 139 |
|
|
2023
Q2 | $338K | Hold |
354
| – | – | 0.13% | 142 |
|
|
2023
Q1 | $301K | Hold |
354
| – | – | 0.12% | 145 |
|
|
2022
Q4 | $299K | Sell |
354
-95
| -21% | -$80.2K | 0.13% | 148 |
|
|
2022
Q3 | $376K | Hold |
449
| – | – | 0.17% | 119 |
|
|
2022
Q2 | $284K | Buy |
+449
| New | +$284K | 0.13% | 131 |
|
|
2022
Q1 | – | Sell |
-598
| Closed | -$422K | – | 176 |
|
|
2021
Q4 | $422K | Sell |
598
-89
| -13% | -$62.8K | 0.16% | 124 |
|
|
2021
Q3 | $420K | Sell |
687
-11
| -2% | -$6.73K | 0.18% | 115 |
|
|
2021
Q2 | $395K | Hold |
698
| – | – | 0.17% | 120 |
|
|
2021
Q1 | $361K | Buy |
+698
| New | +$361K | 0.16% | 119 |
|