Berman Capital Advisors’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $173K | Buy |
4,260
+870
| +26% | +$35.3K | 0.03% | 295 |
|
|
2021
Q2 | $127K | Buy |
3,390
+225
| +7% | +$8.43K | 0.02% | 322 |
|
|
2021
Q1 | $107K | Buy |
3,165
+900
| +40% | +$30.4K | 0.02% | 291 |
|
|
2020
Q4 | $68K | Buy |
2,265
+285
| +14% | +$8.56K | 0.02% | 334 |
|
|
2020
Q3 | $60K | Sell |
1,980
-30
| -1% | -$909 | 0.02% | 303 |
|
|
2020
Q2 | $56K | Sell |
2,010
-165
| -8% | -$4.6K | 0.01% | 306 |
|
|
2020
Q1 | $43K | Buy |
2,175
+345
| +19% | +$6.82K | 0.01% | 319 |
|
|
2019
Q4 | $53K | Hold |
1,830
| – | – | 0.02% | 317 |
|
|
2019
Q3 | $48K | Hold |
1,830
| – | – | 0.02% | 314 |
|
|
2019
Q2 | $45K | Buy |
1,830
+90
| +5% | +$2.21K | 0.01% | 322 |
|
|
2019
Q1 | $45K | Buy |
1,740
+345
| +25% | +$8.92K | 0.02% | 290 |
|
|
2018
Q4 | $31K | Buy |
+1,395
| New | +$31K | 0.01% | 311 |
|