CW
Cobiz Wealth’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $7.83M | Sell |
21,203
-1,192
| -5% | -$440K | 1.55% | 24 |
|
|
2019
Q1 | $8.7M | Buy |
22,395
+606
| +3% | +$235K | 1.68% | 18 |
|
|
2018
Q4 | $7.5M | Sell |
21,789
-286
| -1% | -$98.5K | 1.65% | 19 |
|
|
2018
Q3 | $7.67M | Sell |
22,075
-334
| -1% | -$116K | 1.47% | 23 |
|
|
2018
Q2 | $6.13M | Sell |
22,409
-71
| -0.3% | -$19.4K | 1.24% | 33 |
|
|
2018
Q1 | $5.56M | Sell |
22,480
-7
| -0% | -$1.73K | 1.18% | 38 |
|
|
2017
Q4 | $5.41M | Sell |
22,487
-1,434
| -6% | -$345K | 1.13% | 38 |
|
|
2017
Q3 | $5.15M | Sell |
23,921
-912
| -4% | -$196K | 1.13% | 42 |
|
|
2017
Q2 | $5.43M | Sell |
24,833
-1,307
| -5% | -$286K | 1.21% | 37 |
|
|
2017
Q1 | $7.05M | Sell |
26,140
-742
| -3% | -$200K | 1.58% | 13 |
|
|
2016
Q4 | $7.48M | Sell |
26,882
-361
| -1% | -$101K | 1.76% | 9 |
|
|
2016
Q3 | $7.63M | Sell |
27,243
-120
| -0.4% | -$33.6K | 1.84% | 8 |
|
|
2016
Q2 | $7.42M | Sell |
27,363
-1,904
| -7% | -$516K | 1.87% | 7 |
|
|
2016
Q1 | $8.01M | Sell |
29,267
-7,068
| -19% | -$1.93M | 1.96% | 5 |
|
|
2015
Q4 | $9.21M | Sell |
36,335
-367
| -1% | -$93K | 2.18% | 5 |
|
|
2015
Q3 | $9.18M | Sell |
36,702
-467
| -1% | -$117K | 2.23% | 5 |
|
|
2015
Q2 | $8.4M | Sell |
37,169
-9,635
| -21% | -$2.18M | 1.88% | 9 |
|
|
2015
Q1 | $10.1M | Sell |
46,804
-1,427
| -3% | -$309K | 2.26% | 5 |
|
|
2014
Q4 | $9.29M | Sell |
48,231
-1,157
| -2% | -$223K | 2.13% | 7 |
|
|
2014
Q3 | $7.43M | Sell |
49,388
-1,272
| -3% | -$191K | 1.73% | 14 |
|
|
2014
Q2 | $7.63M | Buy |
50,660
+547
| +1% | +$82.4K | 1.76% | 12 |
|
|
2014
Q1 | $7.44M | Sell |
50,113
-1,333
| -3% | -$198K | 1.78% | 14 |
|
|
2013
Q4 | $6.62M | Sell |
51,446
-1,238
| -2% | -$159K | 1.58% | 21 |
|
|
2013
Q3 | $6.72M | Sell |
52,684
-1,221
| -2% | -$156K | 1.71% | 15 |
|
|
2013
Q2 | $6.07M | Buy |
+53,905
| New | +$6.07M | 1.6% | 19 |
|