EWA
EverSource Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
12,451
+11,878
| +2,073% | +$1.07M | 0.05% | 249 |
|
|
2025
Q1 | $821K | Buy |
573
+65
| +13% | +$93.1K | 0.05% | 283 |
|
|
2024
Q4 | $602K | Sell |
508
-3
| -0.6% | -$3.56K | 0.03% | 332 |
|
|
2024
Q3 | $588K | Buy |
511
+55
| +12% | +$63.3K | 0.04% | 300 |
|
|
2024
Q2 | $514K | Hold |
456
| – | – | 0.03% | 309 |
|
|
2024
Q1 | $462K | Buy |
456
+18
| +4% | +$18.2K | 0.04% | 279 |
|
|
2023
Q4 | $416K | Buy |
438
+35
| +9% | +$33.3K | 0.04% | 274 |
|
|
2023
Q3 | $366K | Buy |
403
+5
| +1% | +$4.54K | 0.04% | 269 |
|
|
2023
Q2 | $380K | Buy |
398
+63
| +19% | +$60.2K | 0.04% | 266 |
|
|
2023
Q1 | $284K | Sell |
335
-24
| -7% | -$20.4K | 0.04% | 311 |
|
|
2022
Q4 | $303K | Sell |
359
-222
| -38% | -$187K | 0.05% | 279 |
|
|
2022
Q3 | $408K | Sell |
581
-39
| -6% | -$27.4K | 0.09% | 197 |
|
|
2022
Q2 | $391K | Sell |
620
-15
| -2% | -$9.46K | 0.1% | 181 |
|
|
2022
Q1 | $435K | Buy |
635
+21
| +3% | +$14.4K | 0.11% | 168 |
|
|
2021
Q4 | $433K | Buy |
+614
| New | +$433K | 0.12% | 133 |
|