Congress Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$24.8M	Buy	275,096 +551	+0.2%	+$50.2K	0.24%	98
2025 Q1	$26.2M	Buy	274,545 +60,690	+28%	+$5.28M	0.31%	78
2024 Q4	$16.9M	Sell	213,855 -60,780	-22%	-$4.9M	0.23%	129
2024 Q3	$21.1M	Buy	274,635 +9,930	+4%	+$729K	0.28%	91
2024 Q2	$18.6M	Buy	264,705 +35,790	+16%	+$2.47M	0.3%	87
2024 Q1	$17.2M	Sell	228,915 -1,845	-0.8%	-$129K	0.3%	90
2023 Q4	$14.6M	Buy	230,760 +2,655	+1%	+$168K	0.27%	103
2023 Q3	$13.8M	Buy	228,105 +2,805	+1%	+$176K	0.29%	87
2023 Q2	$14.3M	Sell	225,300 -1,065	-0.5%	-$65K	0.33%	74
2023 Q1	$12.8M	Sell	226,365 -3,795	-2%	-$208K	0.31%	84
2022 Q4	$13M	Sell	230,160 -1,320	-0.6%	-$71K	0.33%	72
2022 Q3	$10.9M	Buy	231,480 +10,245	+5%	+$478K	0.29%	92
2022 Q2	$9.32M	Buy	221,235 +4,215	+2%	+$181K	0.24%	128
2022 Q1	$9.91M	Buy	+217,020	New	+$9.69M	0.22%	139