Barber Financial Group’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $775K | Sell |
13,695
-75
| -0.5% | -$4.11K | 0.14% | 56 |
|
|
2022
Q4 | $775K | Sell |
13,770
-135
| -1% | -$7.26K | 0.21% | 52 |
|
|
2022
Q3 | $652K | Hold |
13,905
| – | – | 0.19% | 57 |
|
|
2022
Q2 | $586K | Sell |
13,905
-3,000
| -18% | -$129K | 0.1% | 63 |
|
|
2022
Q1 | $772K | Sell |
16,905
-150
| -0.9% | -$6.7K | 0.1% | 59 |
|
|
2021
Q4 | $803K | Buy |
17,055
+540
| +3% | +$23.4K | 0.1% | 69 |
|
|
2021
Q3 | $673K | Buy |
16,515
+885
| +6% | +$35.4K | 0.09% | 75 |
|
|
2021
Q2 | $590K | Buy |
15,630
+495
| +3% | +$17.8K | 0.08% | 82 |
|
|
2021
Q1 | $512K | Buy |
15,135
+195
| +1% | +$6.04K | 0.07% | 82 |
|
|
2020
Q4 | $451K | Buy |
14,940
+1,335
| +10% | +$40.3K | 0.08% | 83 |
|
|
2020
Q3 | $418K | Buy |
13,605
+105
| +0.8% | +$3.19K | 0.09% | 82 |
|
|
2020
Q2 | $380K | Hold |
13,500
| – | – | 0.09% | 84 |
|
|
2020
Q1 | $271K | Hold |
13,500
| – | – | 0.09% | 88 |
|
|
2019
Q4 | $394K | Hold |
13,500
| – | – | 0.08% | 95 |
|
|
2019
Q3 | $359K | Hold |
13,500
| – | – | 0.08% | 96 |
|
|
2019
Q2 | $332K | Hold |
13,500
| – | – | 0.08% | 103 |
|
|
2019
Q1 | $349K | Hold |
13,500
| – | – | 0.07% | 98 |
|
|
2018
Q4 | $310K | Hold |
13,500
| – | – | 0.07% | 103 |
|
|
2018
Q3 | $313K | Hold |
13,500
| – | – | 0.08% | 100 |
|
|
2018
Q2 | $246K | Hold |
13,500
| – | – | 0.07% | 101 |
|
|
2018
Q1 | $223K | Sell |
13,500
-1,500
| -10% | -$25.4K | 0.06% | 111 |
|
|
2017
Q4 | $241K | Hold |
15,000
| – | – | 0.06% | 106 |
|
|
2017
Q3 | $215K | Hold |
15,000
| – | – | 0.06% | 95 |
|
|
2017
Q2 | $219K | Sell |
15,000
-34,320
| -70% | -$560K | 0.07% | 76 |
|
|
2017
Q1 | $887K | Hold |
49,320
| – | – | 0.3% | 38 |
|
|
2016
Q4 | $915K | Buy |
+49,320
| New | +$901K | 0.33% | 36 |
|
Other funds holding ORLY
ACM