Baldwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Hold |
6,255
| – | – | 0.04% | 138 |
|
|
2025
Q1 | $597K | Sell |
6,255
-60
| -1% | -$5.73K | 0.04% | 129 |
|
|
2024
Q4 | $499K | Sell |
6,315
-105
| -2% | -$8.3K | 0.03% | 152 |
|
|
2024
Q3 | $493K | Buy |
6,420
+3,915
| +156% | +$301K | 0.03% | 199 |
|
|
2024
Q2 | $176K | Hold |
2,505
| – | – | 0.01% | 215 |
|
|
2024
Q1 | $189K | Sell |
2,505
-150
| -6% | -$11.3K | 0.01% | 212 |
|
|
2023
Q4 | $168K | Sell |
2,655
-405
| -13% | -$25.7K | 0.01% | 223 |
|
|
2023
Q3 | $185K | Hold |
3,060
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $195K | Hold |
3,060
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $173K | Hold |
3,060
| – | – | 0.02% | 249 |
|
|
2022
Q4 | $172K | Buy |
+3,060
| New | +$172K | 0.02% | 249 |
|
|
2022
Q3 | – | Sell |
-270
| Closed | -$11K | – | 693 |
|
|
2022
Q2 | $11K | Hold |
270
| – | – | ﹤0.01% | 526 |
|
|
2022
Q1 | $12K | Buy |
+270
| New | +$12K | ﹤0.01% | 524 |
|