BerganKDV Wealth Management’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 Q2	$25.8K	Sell	405 -15	-4%	-$916	﹤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%	+$645	﹤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%	+$13.8K	﹤0.01%	563
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	833
2021 Q1	$2K	Sell	60 -1,125	-95%	-$34.9K	﹤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	+$20.6K	﹤0.01%	420