BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $25.8K | Sell |
405
-15
| -4% | -$955 | ﹤0.01% | 466 |
|
|
2023
Q1 | $23.8K | Hold |
420
| – | – | ﹤0.01% | 501 |
|
|
2022
Q4 | $23.6K | Hold |
420
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $20K | Hold |
420
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $18K | Buy |
420
+15
| +4% | +$643 | ﹤0.01% | 506 |
|
|
2022
Q1 | $18K | Hold |
405
| – | – | ﹤0.01% | 524 |
|
|
2021
Q4 | $19K | Hold |
405
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $16K | Buy |
405
+345
| +575% | +$13.6K | ﹤0.01% | 563 |
|
|
2021
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 833 |
|
|
2021
Q1 | $2K | Sell |
60
-1,125
| -95% | -$37.5K | ﹤0.01% | 793 |
|
|
2020
Q4 | $36K | Hold |
1,185
| – | – | 0.01% | 393 |
|
|
2020
Q3 | $36K | Hold |
1,185
| – | – | 0.01% | 365 |
|
|
2020
Q2 | $33K | Hold |
1,185
| – | – | 0.01% | 396 |
|
|
2020
Q1 | $24K | Hold |
1,185
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $35K | Hold |
1,185
| – | – | 0.01% | 382 |
|
|
2019
Q3 | $31K | Hold |
1,185
| – | – | 0.01% | 382 |
|
|
2019
Q2 | $29K | Hold |
1,185
| – | – | 0.01% | 380 |
|
|
2019
Q1 | $31K | Hold |
1,185
| – | – | 0.01% | 386 |
|
|
2018
Q4 | $27K | Hold |
1,185
| – | – | 0.01% | 363 |
|
|
2018
Q3 | $27K | Hold |
1,185
| – | – | 0.01% | 388 |
|
|
2018
Q2 | $22K | Buy |
+1,185
| New | +$22K | ﹤0.01% | 420 |
|