EP Wealth Advisors’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 | $32.3M | Buy |
358,563
+13,713
| +4% | +$1.24M | 0.21% | 85 |
|
|
2025
Q1 | $32.9M | Buy |
344,850
+11,310
| +3% | +$1.08M | 0.26% | 73 |
|
|
2024
Q4 | $26.4M | Buy |
333,540
+2,700
| +0.8% | +$213K | 0.22% | 86 |
|
|
2024
Q3 | $25.4M | Buy |
330,840
+38,565
| +13% | +$2.96M | 0.22% | 91 |
|
|
2024
Q2 | $20.6M | Buy |
292,275
+273,225
| +1,434% | +$19.2M | 0.22% | 89 |
|
|
2024
Q1 | $1.43M | Buy |
19,050
+300
| +2% | +$22.6K | 0.02% | 314 |
|
|
2023
Q4 | $1.19M | Buy |
18,750
+120
| +0.6% | +$7.6K | 0.02% | 343 |
|
|
2023
Q3 | $1.13M | Sell |
18,630
-961,905
| -98% | -$58.3M | 0.02% | 308 |
|
|
2023
Q2 | $1.18M | Buy |
980,535
+464,610
| +90% | +$560K | 0.02% | 304 |
|
|
2023
Q1 | $3.2M | Buy |
515,925
+498,285
| +2,825% | +$3.09M | 0.06% | 180 |
|
|
2022
Q4 | $993K | Buy |
+17,640
| New | +$993K | 0.02% | 284 |
|