Baker Tilly 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
2025
Q2
$928K Sell
10,294
-806
-7% -$72.6K 0.33% 68
2025
Q1
$1.06M Buy
11,100
+330
+3% +$31.5K 0.42% 56
2024
Q4
$851K Buy
10,770
+405
+4% +$32K 0.33% 69
2024
Q3
$796K Buy
10,365
+2,400
+30% +$184K 0.35% 70
2024
Q2
$561K Buy
7,965
+315
+4% +$22.2K 0.23% 105
2024
Q1
$576K Sell
7,650
-30
-0.4% -$2.26K 0.1% 219
2023
Q4
$486K Sell
7,680
-2,100
-21% -$133K 0.08% 286
2023
Q3
$593K Sell
9,780
-19,980
-67% -$1.21M 0.1% 215
2023
Q2
$1.9M Sell
29,760
-345
-1% -$22K 0.2% 108
2023
Q1
$1.7M Sell
30,105
-1,800
-6% -$102K 0.19% 113
2022
Q4
$1.8M Buy
31,905
+6,480
+25% +$365K 0.22% 110
2022
Q3
$1.19M Buy
25,425
+210
+0.8% +$9.85K 0.16% 132
2022
Q2
$1.06M Buy
25,215
+765
+3% +$32.2K 0.14% 156
2022
Q1
$1.12M Buy
24,450
+5,085
+26% +$232K 0.12% 175
2021
Q4
$912K Buy
19,365
+4,140
+27% +$195K 0.1% 224
2021
Q3
$620K Buy
15,225
+3,150
+26% +$128K 0.08% 271
2021
Q2
$456K Buy
12,075
+480
+4% +$18.1K 0.07% 299
2021
Q1
$392K Buy
+11,595
New +$392K 0.08% 296