Crestwood Advisors Group’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 | $2.05M | Sell |
22,797
-858
| -4% | -$77.3K | 0.04% | 206 |
|
|
2025
Q1 | $2.26M | Buy |
23,655
+15,390
| +186% | +$1.47M | 0.04% | 189 |
|
|
2024
Q4 | $654K | Buy |
8,265
+450
| +6% | +$35.6K | 0.01% | 273 |
|
|
2024
Q3 | $600K | Buy |
7,815
+90
| +1% | +$6.91K | 0.01% | 274 |
|
|
2024
Q2 | $544K | Sell |
7,725
-45
| -0.6% | -$3.17K | 0.01% | 269 |
|
|
2024
Q1 | $585K | Buy |
7,770
+15
| +0.2% | +$1.13K | 0.01% | 255 |
|
|
2023
Q4 | $491K | Buy |
7,755
+660
| +9% | +$41.8K | 0.01% | 261 |
|
|
2023
Q3 | $430K | Buy |
7,095
+975
| +16% | +$59.1K | 0.01% | 255 |
|
|
2023
Q2 | $390K | Hold |
6,120
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $346K | Hold |
6,120
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $344K | Buy |
6,120
+360
| +6% | +$20.3K | 0.01% | 219 |
|
|
2022
Q3 | $270K | Sell |
5,760
-1,500
| -21% | -$70.3K | 0.01% | 227 |
|
|
2022
Q2 | $306K | Hold |
7,260
| – | – | 0.01% | 216 |
|
|
2022
Q1 | $332K | Sell |
7,260
-105
| -1% | -$4.8K | 0.01% | 236 |
|
|
2021
Q4 | $347K | Buy |
7,365
+195
| +3% | +$9.19K | 0.01% | 236 |
|
|
2021
Q3 | $292K | Hold |
7,170
| – | – | 0.01% | 234 |
|
|
2021
Q2 | $271K | Hold |
7,170
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $242K | Sell |
7,170
-2,355
| -25% | -$79.5K | 0.01% | 240 |
|
|
2020
Q4 | $287K | Hold |
9,525
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $293K | Hold |
9,525
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $268K | Buy |
+9,525
| New | +$268K | 0.01% | 202 |
|
|
2020
Q1 | – | Sell |
-10,725
| Closed | -$313K | – | 245 |
|
|
2019
Q4 | $313K | Sell |
10,725
-225
| -2% | -$6.57K | 0.01% | 206 |
|
|
2019
Q3 | $291K | Buy |
10,950
+2,325
| +27% | +$61.8K | 0.01% | 205 |
|
|
2019
Q2 | $212K | Hold |
8,625
| – | – | 0.01% | 223 |
|
|
2019
Q1 | $223K | Buy |
+8,625
| New | +$223K | 0.02% | 155 |
|
|
2017
Q3 | – | Sell |
-18,000
| Closed | -$240K | – | 166 |
|
|
2017
Q2 | $240K | Sell |
18,000
-270
| -1% | -$3.6K | 0.02% | 126 |
|
|
2017
Q1 | $299K | Sell |
18,270
-11,730
| -39% | -$192K | 0.03% | 115 |
|
|
2016
Q4 | $557K | Buy |
30,000
+7,065
| +31% | +$131K | 0.05% | 95 |
|
|
2016
Q3 | $428K | Sell |
22,935
-7,065
| -24% | -$132K | 0.05% | 81 |
|
|
2016
Q2 | $542K | Hold |
30,000
| – | – | 0.07% | 76 |
|
|
2016
Q1 | $547K | Hold |
30,000
| – | – | 0.06% | 84 |
|
|
2015
Q4 | $507K | Buy |
30,000
+7,500
| +33% | +$127K | 0.06% | 95 |
|
|
2015
Q3 | $375K | Hold |
22,500
| – | – | 0.05% | 99 |
|
|
2015
Q2 | $339K | Hold |
22,500
| – | – | 0.05% | 110 |
|
|
2015
Q1 | $324K | Hold |
22,500
| – | – | 0.05% | 105 |
|
|
2014
Q4 | $289K | Hold |
22,500
| – | – | 0.04% | 104 |
|
|
2014
Q3 | $226K | Buy |
+22,500
| New | +$226K | 0.04% | 114 |
|
|
2014
Q1 | – | Sell |
-31,500
| Closed | -$270K | – | 132 |
|
|
2013
Q4 | $270K | Hold |
31,500
| – | – | 0.04% | 110 |
|
|
2013
Q3 | $268K | Sell |
31,500
-9,000
| -22% | -$76.6K | 0.05% | 109 |
|
|
2013
Q2 | $304K | Buy |
+40,500
| New | +$304K | 0.06% | 100 |
|