CIA
Choate Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
12,195
+11,386
| +1,407% | +$1.03M | 0.02% | 189 |
|
|
2025
Q1 | $1.16M | Buy |
809
+16
| +2% | +$22.9K | 0.03% | 168 |
|
|
2024
Q4 | $940K | Buy |
793
+55
| +7% | +$65.2K | 0.02% | 203 |
|
|
2024
Q3 | $850K | Buy |
738
+11
| +2% | +$12.7K | 0.02% | 211 |
|
|
2024
Q2 | $768K | Sell |
727
-44
| -6% | -$46.5K | 0.02% | 212 |
|
|
2024
Q1 | $870K | Sell |
771
-1,720
| -69% | -$1.94M | 0.02% | 214 |
|
|
2023
Q4 | $2.37M | Buy |
2,491
+16
| +0.6% | +$15.2K | 0.07% | 119 |
|
|
2023
Q3 | $2.25M | Buy |
2,475
+1,745
| +239% | +$1.59M | 0.09% | 98 |
|
|
2023
Q2 | $697K | Buy |
+730
| New | +$697K | 0.03% | 177 |
|
|
2022
Q2 | – | Sell |
-506
| Closed | -$347K | – | 365 |
|
|
2022
Q1 | $347K | Hold |
506
| – | – | 0.02% | 230 |
|
|
2021
Q4 | $357K | Buy |
+506
| New | +$357K | 0.02% | 211 |
|
|
2019
Q3 | – | Sell |
-667
| Closed | -$246K | – | 238 |
|
|
2019
Q2 | $246K | Sell |
667
-157
| -19% | -$57.9K | 0.01% | 208 |
|
|
2019
Q1 | $320K | Hold |
824
| – | – | 0.02% | 197 |
|
|
2018
Q4 | $284K | Hold |
824
| – | – | 0.02% | 186 |
|
|
2018
Q3 | $286K | Hold |
824
| – | – | 0.02% | 172 |
|
|
2018
Q2 | $225K | Sell |
824
-3
| -0.4% | -$819 | 0.01% | 212 |
|
|
2018
Q1 | $205K | Buy |
+827
| New | +$205K | 0.01% | 227 |
|
|
2017
Q2 | – | Sell |
-894
| Closed | -$241K | – | 251 |
|
|
2017
Q1 | $241K | Hold |
894
| – | – | 0.01% | 226 |
|
|
2016
Q4 | $249K | Hold |
894
| – | – | 0.02% | 216 |
|
|
2016
Q3 | $250K | Hold |
894
| – | – | 0.02% | 208 |
|
|
2016
Q2 | $242K | Sell |
894
-741
| -45% | -$201K | 0.02% | 208 |
|
|
2016
Q1 | $447K | Sell |
1,635
-931
| -36% | -$255K | 0.03% | 158 |
|
|
2015
Q4 | $494K | Buy |
2,566
+926
| +56% | +$178K | 0.04% | 168 |
|
|
2015
Q3 | $410K | Sell |
1,640
-437
| -21% | -$109K | 0.03% | 174 |
|
|
2015
Q2 | $469K | Hold |
2,077
| – | – | 0.03% | 166 |
|
|
2015
Q1 | $449K | Sell |
2,077
-489
| -19% | -$106K | 0.03% | 175 |
|
|
2014
Q4 | $494K | Hold |
2,566
| – | – | 0.03% | 169 |
|
|
2014
Q3 | $386K | Sell |
2,566
-1,299
| -34% | -$195K | 0.02% | 191 |
|
|
2014
Q2 | $582K | Hold |
3,865
| – | – | 0.03% | 162 |
|
|
2014
Q1 | $574K | Sell |
3,865
-1,270
| -25% | -$188K | 0.04% | 162 |
|
|
2013
Q4 | $661K | Hold |
5,135
| – | – | 0.04% | 153 |
|
|
2013
Q3 | $655K | Sell |
5,135
-1,770
| -26% | -$226K | 0.05% | 145 |
|
|
2013
Q2 | $778K | Buy |
+6,905
| New | +$778K | 0.06% | 126 |
|