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