Concord Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41K | Hold |
60
| – | – | ﹤0.01% | 620 |
|
|
2025
Q1 | $5.73K | Hold |
60
| – | – | ﹤0.01% | 568 |
|
|
2024
Q4 | $4.74K | Hold |
60
| – | – | ﹤0.01% | 610 |
|
|
2024
Q3 | $4.61K | Buy |
+60
| New | +$4.61K | ﹤0.01% | 648 |
|
|
2024
Q1 | – | Sell |
-705
| Closed | -$44.7K | – | 893 |
|
|
2023
Q4 | $44.7K | Hold |
705
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $42.7K | Sell |
705
-585
| -45% | -$35.4K | 0.01% | 401 |
|
|
2023
Q2 | $82.2K | Buy |
1,290
+15
| +1% | +$955 | 0.02% | 297 |
|
|
2023
Q1 | $72.2K | Sell |
1,275
-150
| -11% | -$8.49K | 0.02% | 292 |
|
|
2022
Q4 | $80.2K | Buy |
+1,425
| New | +$80.2K | 0.02% | 285 |
|
|
2022
Q3 | – | Sell |
-1,425
| Closed | -$60K | – | 820 |
|
|
2022
Q2 | $60K | Hold |
1,425
| – | – | 0.02% | 334 |
|
|
2022
Q1 | $65K | Hold |
1,425
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $67K | Buy |
1,425
+555
| +64% | +$26.1K | 0.02% | 394 |
|
|
2021
Q3 | $35K | Sell |
870
-435
| -33% | -$17.5K | 0.01% | 278 |
|
|
2021
Q2 | $49K | Sell |
1,305
-15
| -1% | -$563 | 0.01% | 360 |
|
|
2021
Q1 | $45K | Buy |
1,320
+480
| +57% | +$16.4K | 0.02% | 355 |
|
|
2020
Q4 | $25K | Buy |
+840
| New | +$25K | 0.02% | 286 |
|