CSWM
Cassady Schiller Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34.4K | Buy |
29
+3
| +12% | +$3.56K | 0.01% | 236 |
|
|
2024
Q3 | $29.9K | Hold |
26
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $27.5K | Hold |
26
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $29.4K | Hold |
26
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $24.7K | Hold |
26
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $23.6K | Buy |
+26
| New | +$23.6K | 0.01% | 263 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$1K | – | 447 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 488 |
|