Bartlett & Co 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 | $237K | Sell |
2,628
-162
| -6% | -$14.6K | ﹤0.01% | 424 |
|
2025
Q1 | $266K | Buy |
2,790
+480
| +21% | +$45.8K | ﹤0.01% | 413 |
|
2024
Q4 | $183K | Sell |
2,310
-15
| -0.6% | -$1.19K | ﹤0.01% | 455 |
|
2024
Q3 | $178K | Hold |
2,325
| – | – | ﹤0.01% | 460 |
|
2024
Q2 | $164K | Buy |
2,325
+1,590
| +216% | +$112K | ﹤0.01% | 461 |
|
2024
Q1 | $55.3K | Hold |
735
| – | – | ﹤0.01% | 647 |
|
2023
Q4 | $46.1K | Buy |
735
+45
| +7% | +$2.82K | ﹤0.01% | 719 |
|
2023
Q3 | $41.8K | Sell |
690
-1,485
| -68% | -$90K | ﹤0.01% | 688 |
|
2023
Q2 | $139K | Hold |
2,175
| – | – | ﹤0.01% | 501 |
|
2023
Q1 | $123K | Hold |
2,175
| – | – | ﹤0.01% | 437 |
|
2022
Q4 | $122K | Sell |
2,175
-660
| -23% | -$37.1K | ﹤0.01% | 444 |
|
2022
Q3 | $133K | Sell |
2,835
-195
| -6% | -$9.14K | ﹤0.01% | 426 |
|
2022
Q2 | $128K | Buy |
3,030
+630
| +26% | +$26.5K | ﹤0.01% | 426 |
|
2022
Q1 | $110K | Buy |
+2,400
| New | +$110K | ﹤0.01% | 475 |
|
2021
Q4 | – | Sell |
-2,400
| Closed | -$97.8K | – | 729 |
|
2021
Q3 | $97.8K | Sell |
2,400
-75
| -3% | -$3.06K | ﹤0.01% | 413 |
|
2021
Q2 | $93.4K | Hold |
2,475
| – | – | ﹤0.01% | 418 |
|
2021
Q1 | $83.7K | Hold |
2,475
| – | – | ﹤0.01% | 454 |
|
2020
Q4 | $74.7K | Sell |
2,475
-450
| -15% | -$13.6K | ﹤0.01% | 468 |
|
2020
Q3 | $89.9K | Buy |
+2,925
| New | +$89.9K | ﹤0.01% | 398 |
|
2019
Q3 | – | Sell |
-75
| Closed | -$1.85K | – | 921 |
|
2019
Q2 | $1.85K | Buy |
75
+15
| +25% | +$369 | ﹤0.01% | 680 |
|
2019
Q1 | $1.55K | Buy |
+60
| New | +$1.55K | ﹤0.01% | 656 |
|