EWM
Evergreen 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 | – | Sell |
-257
| Closed | -$368K | – | 53 |
|
|
2025
Q1 | $368K | Sell |
257
-224
| -47% | -$321K | 0.22% | 51 |
|
|
2024
Q4 | $571K | Sell |
481
-246
| -34% | -$292K | 0.34% | 50 |
|
|
2024
Q3 | $837K | Sell |
727
-8
| -1% | -$9.22K | 0.5% | 49 |
|
|
2024
Q2 | $776K | Hold |
735
| – | – | 0.51% | 50 |
|
|
2024
Q1 | $830K | Hold |
735
| – | – | 0.56% | 49 |
|
|
2023
Q4 | $698K | Hold |
735
| – | – | 0.51% | 51 |
|
|
2023
Q3 | $668K | Hold |
735
| – | – | 0.53% | 51 |
|
|
2023
Q2 | $702K | Sell |
735
-59
| -7% | -$56.4K | 0.55% | 47 |
|
|
2023
Q1 | $674K | Hold |
794
| – | – | 0.6% | 44 |
|
|
2022
Q4 | $670K | Buy |
+794
| New | +$670K | 0.62% | 46 |
|