DWA

Dougherty Wealth Advisers’s O'Reilly Automotive ORLY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$262K	Buy	2,910 +2,716	+1,400%	+$245K	0.17%	31
2025 Q1	$278K	Sell	194 -14	-7%	-$20.1K	0.21%	30
2024 Q4	$247K	Hold	208	–	–	0.19%	33
2024 Q3	$240K	Hold	208	–	–	0.19%	32
2024 Q2	$220K	Hold	208	–	–	0.19%	31
2024 Q1	$235K	Sell	208 -28	-12%	-$31.6K	0.21%	29
2023 Q4	$224K	Hold	236	–	–	0.21%	36
2023 Q3	$214K	Hold	236	–	–	0.25%	31
2023 Q2	$225K	Hold	236	–	–	0.31%	32
2023 Q1	$200K	Hold	236	–	–	0.3%	33
2022 Q4	$199K	Hold	236	–	–	0.33%	35
2022 Q3	$166K	Hold	236	–	–	0.33%	36
2022 Q2	$149K	Hold	236	–	–	0.28%	40
2022 Q1	$162K	Hold	236	–	–	0.24%	43
2021 Q4	$167K	Hold	236	–	–	0.23%	45
2021 Q3	$144K	Hold	236	–	–	0.21%	46
2021 Q2	$134K	Hold	236	–	–	0.2%	58
2021 Q1	$120K	Hold	236	–	–	0.18%	57
2020 Q4	$107K	Hold	236	–	–	0.17%	59
2020 Q3	$109K	Hold	236	–	–	0.38%	51
2020 Q2	$100K	Hold	236	–	–	0.37%	55
2020 Q1	$71K	Hold	236	–	–	0.28%	71
2019 Q4	$103K	Hold	236	–	–	0.31%	65
2019 Q3	$94K	Hold	236	–	–	0.31%	65
2019 Q2	$87K	Hold	236	–	–	0.25%	80
2019 Q1	$92K	Hold	236	–	–	0.31%	66
2018 Q4	$86K	Buy	+236	New	+$86K	0.28%	69