EWM
Evercore Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
42,405
+39,578
| +1,400% | +$3.57M | 0.06% | 118 |
|
|
2025
Q1 | $4.05M | Hold |
2,827
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $3.35M | Hold |
2,827
| – | – | 0.05% | 126 |
|
|
2024
Q3 | $3.26M | Sell |
2,827
-109
| -4% | -$126K | 0.05% | 126 |
|
|
2024
Q2 | $3.1M | Sell |
2,936
-59
| -2% | -$62.3K | 0.05% | 127 |
|
|
2024
Q1 | $3.38M | Buy |
2,995
+28
| +0.9% | +$31.6K | 0.05% | 123 |
|
|
2023
Q4 | $2.82M | Sell |
2,967
-283
| -9% | -$269K | 0.05% | 136 |
|
|
2023
Q3 | $2.95M | Sell |
3,250
-15
| -0.5% | -$13.6K | 0.06% | 123 |
|
|
2023
Q2 | $3.12M | Sell |
3,265
-52
| -2% | -$49.7K | 0.06% | 119 |
|
|
2023
Q1 | $2.82M | Buy |
3,317
+1
| +0% | +$849 | 0.06% | 127 |
|
|
2022
Q4 | $2.8M | Sell |
3,316
-215
| -6% | -$181K | 0.06% | 125 |
|
|
2022
Q3 | $2.48M | Buy |
3,531
+144
| +4% | +$101K | 0.06% | 131 |
|
|
2022
Q2 | $2.14M | Hold |
3,387
| – | – | 0.05% | 140 |
|
|
2022
Q1 | $2.32M | Hold |
3,387
| – | – | 0.04% | 155 |
|
|
2021
Q4 | $2.39M | Sell |
3,387
-500
| -13% | -$353K | 0.04% | 158 |
|
|
2021
Q3 | $2.38M | Hold |
3,887
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $2.2M | Hold |
3,887
| – | – | 0.04% | 165 |
|
|
2021
Q1 | $1.97M | Hold |
3,887
| – | – | 0.04% | 171 |
|
|
2020
Q4 | $1.76M | Sell |
3,887
-369
| -9% | -$167K | 0.04% | 167 |
|
|
2020
Q3 | $1.96M | Sell |
4,256
-4
| -0.1% | -$1.84K | 0.05% | 148 |
|
|
2020
Q2 | $1.8M | Sell |
4,260
-14
| -0.3% | -$5.9K | 0.05% | 151 |
|
|
2020
Q1 | $1.29M | Sell |
4,274
-7
| -0.2% | -$2.11K | 0.04% | 163 |
|
|
2019
Q4 | $1.88M | Hold |
4,281
| – | – | 0.05% | 158 |
|
|
2019
Q3 | $1.71M | Hold |
4,281
| – | – | 0.05% | 163 |
|
|
2019
Q2 | $1.58M | Sell |
4,281
-775
| -15% | -$286K | 0.05% | 166 |
|
|
2019
Q1 | $1.96M | Buy |
5,056
+105
| +2% | +$40.8K | 0.06% | 150 |
|
|
2018
Q4 | $1.71M | Buy |
4,951
+13
| +0.3% | +$4.48K | 0.06% | 143 |
|
|
2018
Q3 | $1.72M | Sell |
4,938
-55
| -1% | -$19.1K | 0.05% | 158 |
|
|
2018
Q2 | $1.37M | Sell |
4,993
-91
| -2% | -$24.9K | 0.05% | 169 |
|
|
2018
Q1 | $1.26M | Sell |
5,084
-270
| -5% | -$66.8K | 0.05% | 163 |
|
|
2017
Q4 | $1.29M | Hold |
5,354
| – | – | 0.05% | 172 |
|
|
2017
Q3 | $1.15M | Hold |
5,354
| – | – | 0.04% | 169 |
|
|
2017
Q2 | $1.17M | Hold |
5,354
| – | – | 0.05% | 169 |
|
|
2017
Q1 | $1.45M | Sell |
5,354
-7
| -0.1% | -$1.89K | 0.06% | 160 |
|
|
2016
Q4 | $1.49M | Buy |
5,361
+191
| +4% | +$53.2K | 0.06% | 152 |
|
|
2016
Q3 | $1.45M | Sell |
5,170
-122
| -2% | -$34.2K | 0.06% | 154 |
|
|
2016
Q2 | $1.44M | Sell |
5,292
-93
| -2% | -$25.2K | 0.06% | 149 |
|
|
2016
Q1 | $1.47M | Hold |
5,385
| – | – | 0.07% | 146 |
|
|
2015
Q4 | $1.37M | Buy |
5,385
+215
| +4% | +$54.5K | 0.06% | 157 |
|
|
2015
Q3 | $1.29M | Hold |
5,170
| – | – | 0.06% | 161 |
|
|
2015
Q2 | $1.17M | Hold |
5,170
| – | – | 0.05% | 183 |
|
|
2015
Q1 | $1.12M | Hold |
5,170
| – | – | 0.05% | 181 |
|
|
2014
Q4 | $996K | Sell |
5,170
-500
| -9% | -$96.3K | 0.05% | 168 |
|
|
2014
Q3 | $853K | Sell |
5,670
-187
| -3% | -$28.1K | 0.04% | 196 |
|
|
2014
Q2 | $882K | Sell |
5,857
-19
| -0.3% | -$2.86K | 0.05% | 198 |
|
|
2014
Q1 | $872K | Hold |
5,876
| – | – | 0.05% | 197 |
|
|
2013
Q4 | $756K | Sell |
5,876
-20
| -0.3% | -$2.57K | 0.04% | 213 |
|
|
2013
Q3 | $751K | Buy |
5,896
+39
| +0.7% | +$4.97K | 0.04% | 233 |
|
|
2013
Q2 | $660K | Buy |
+5,857
| New | +$660K | 0.04% | 249 |
|