Carson Wealth (CWM LLC)’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
28,139
-2,416
| -8% | -$218K | 0.01% | 862 |
|
|
2025
Q1 | $2.92M | Buy |
30,555
+3,510
| +13% | +$335K | 0.01% | 695 |
|
|
2024
Q4 | $2.14M | Sell |
27,045
-1,695
| -6% | -$134K | 0.01% | 759 |
|
|
2024
Q3 | $2.21M | Sell |
28,740
-300
| -1% | -$23K | 0.01% | 664 |
|
|
2024
Q2 | $2.04M | Sell |
29,040
-1,155
| -4% | -$81.3K | 0.01% | 641 |
|
|
2024
Q1 | $2.27M | Buy |
30,195
+10,320
| +52% | +$777K | 0.01% | 590 |
|
|
2023
Q4 | $1.26M | Buy |
19,875
+660
| +3% | +$41.8K | 0.01% | 713 |
|
|
2023
Q3 | $1.16M | Buy |
19,215
+780
| +4% | +$47.3K | 0.01% | 681 |
|
|
2023
Q2 | $1.17M | Buy |
18,435
+660
| +4% | +$42K | 0.01% | 656 |
|
|
2023
Q1 | $1.01M | Buy |
17,775
+1,380
| +8% | +$78.1K | 0.01% | 663 |
|
|
2022
Q4 | $922K | Buy |
16,395
+1,275
| +8% | +$71.7K | 0.01% | 640 |
|
|
2022
Q3 | $709K | Buy |
15,120
+1,815
| +14% | +$85.1K | 0.01% | 643 |
|
|
2022
Q2 | $560K | Buy |
13,305
+2,610
| +24% | +$110K | ﹤0.01% | 703 |
|
|
2022
Q1 | $488K | Buy |
10,695
+4,170
| +64% | +$190K | ﹤0.01% | 738 |
|
|
2021
Q4 | $307K | Buy |
+6,525
| New | +$307K | ﹤0.01% | 860 |
|
|
2021
Q2 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2021
Q1 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2020
Q4 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2020
Q3 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2020
Q2 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2020
Q1 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2019
Q4 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2019
Q3 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2019
Q2 | $171K | Hold |
4,530
| – | – | ﹤0.01% | 954 |
|
|
2019
Q1 | $171K | Buy |
4,530
+735
| +19% | +$27.7K | ﹤0.01% | 954 |
|
|
2018
Q4 | $87K | Buy |
3,795
+180
| +5% | +$4.13K | ﹤0.01% | 757 |
|
|
2018
Q3 | $84K | Buy |
3,615
+3,195
| +761% | +$74.2K | ﹤0.01% | 645 |
|
|
2018
Q2 | $8K | Sell |
420
-195
| -32% | -$3.71K | ﹤0.01% | 1071 |
|
|
2018
Q1 | $10K | Buy |
615
+195
| +46% | +$3.17K | ﹤0.01% | 852 |
|
|
2017
Q4 | $7K | Sell |
420
-780
| -65% | -$13K | ﹤0.01% | 988 |
|
|
2017
Q3 | $17K | Buy |
1,200
+780
| +186% | +$11.1K | ﹤0.01% | 751 |
|
|
2017
Q2 | $6K | Hold |
420
| – | – | ﹤0.01% | 859 |
|
|
2017
Q1 | $8K | Buy |
420
+165
| +65% | +$3.14K | ﹤0.01% | 799 |
|
|
2016
Q4 | $5K | Buy |
+255
| New | +$5K | ﹤0.01% | 856 |
|
|
2014
Q1 | – | Sell |
-675
| Closed | -$6K | – | 351 |
|
|
2013
Q4 | $6K | Sell |
675
-135
| -17% | -$1.2K | ﹤0.01% | 452 |
|
|
2013
Q3 | $7K | Buy |
+810
| New | +$7K | ﹤0.01% | 352 |
|