FMWA
Forvis Mazars 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 | $18.1M | Buy |
200,671
+187,415
| +1,414% | +$16.9M | 0.39% | 38 |
|
|
2025
Q1 | $19M | Sell |
13,256
-5,448
| -29% | -$7.8M | 0.46% | 37 |
|
|
2024
Q4 | $22.2M | Sell |
18,704
-119
| -0.6% | -$141K | 0.51% | 34 |
|
|
2024
Q3 | $21.7M | Buy |
18,823
+5,184
| +38% | +$5.97M | 0.5% | 36 |
|
|
2024
Q2 | $14.4M | Sell |
13,639
-169
| -1% | -$178K | 0.36% | 44 |
|
|
2024
Q1 | $15.6M | Buy |
13,808
+2,848
| +26% | +$3.22M | 0.4% | 42 |
|
|
2023
Q4 | $10.4M | Sell |
10,960
-72
| -0.7% | -$68.4K | 0.29% | 49 |
|
|
2023
Q3 | $10M | Sell |
11,032
-3,710
| -25% | -$3.37M | 0.3% | 56 |
|
|
2023
Q2 | $14.1M | Sell |
14,742
-547
| -4% | -$523K | 0.41% | 44 |
|
|
2023
Q1 | $13M | Buy |
15,289
+288
| +2% | +$245K | 0.42% | 44 |
|
|
2022
Q4 | $12.7M | Sell |
15,001
-131
| -0.9% | -$111K | 0.44% | 43 |
|
|
2022
Q3 | $10.6M | Sell |
15,132
-649
| -4% | -$456K | 0.43% | 41 |
|
|
2022
Q2 | $9.97M | Buy |
15,781
+226
| +1% | +$143K | 0.4% | 39 |
|
|
2022
Q1 | $10.7M | Sell |
15,555
-152
| -1% | -$104K | 0.45% | 27 |
|
|
2021
Q4 | $11.1M | Sell |
15,707
-121
| -0.8% | -$85.5K | 0.47% | 27 |
|
|
2021
Q3 | $9.67M | Sell |
15,828
-509
| -3% | -$311K | 0.44% | 27 |
|
|
2021
Q2 | $9.25M | Buy |
16,337
+541
| +3% | +$306K | 0.43% | 27 |
|
|
2021
Q1 | $8.01M | Sell |
15,796
-556
| -3% | -$282K | 0.4% | 29 |
|
|
2020
Q4 | $7.4M | Sell |
16,352
-201
| -1% | -$91K | 0.37% | 32 |
|
|
2020
Q3 | $7.63M | Sell |
16,553
-382
| -2% | -$176K | 0.44% | 31 |
|
|
2020
Q2 | $7.14M | Buy |
16,935
+2,703
| +19% | +$1.14M | 0.46% | 28 |
|
|
2020
Q1 | $4.29M | Buy |
14,232
+689
| +5% | +$207K | 0.35% | 39 |
|
|
2019
Q4 | $5.94M | Sell |
13,543
-182
| -1% | -$79.8K | 0.43% | 32 |
|
|
2019
Q3 | $5.47M | Sell |
13,725
-15
| -0.1% | -$5.98K | 0.44% | 29 |
|
|
2019
Q2 | $5.08M | Sell |
13,740
-154
| -1% | -$56.9K | 0.41% | 28 |
|
|
2019
Q1 | $5.4M | Buy |
13,894
+3,282
| +31% | +$1.27M | 0.45% | 28 |
|
|
2018
Q4 | $3.65M | Sell |
10,612
-3,594
| -25% | -$1.24M | 0.37% | 32 |
|
|
2018
Q3 | $4.93M | Buy |
14,206
+245
| +2% | +$85.1K | 0.43% | 28 |
|
|
2018
Q2 | $3.82M | Sell |
13,961
-338
| -2% | -$92.5K | 0.37% | 36 |
|
|
2018
Q1 | $3.54M | Buy |
14,299
+3,007
| +27% | +$744K | 0.35% | 41 |
|
|
2017
Q4 | $2.72M | Sell |
11,292
-862
| -7% | -$207K | 0.27% | 51 |
|
|
2017
Q3 | $2.62M | Sell |
12,154
-2,196
| -15% | -$473K | 0.29% | 49 |
|
|
2017
Q2 | $3.14M | Buy |
14,350
+2,413
| +20% | +$528K | 0.36% | 38 |
|
|
2017
Q1 | $3.22M | Sell |
11,937
-1,029
| -8% | -$278K | 0.39% | 34 |
|
|
2016
Q4 | $3.61M | Sell |
12,966
-186
| -1% | -$51.8K | 0.47% | 30 |
|
|
2016
Q3 | $3.68M | Sell |
13,152
-3,311
| -20% | -$927K | 0.51% | 25 |
|
|
2016
Q2 | $4.46M | Buy |
16,463
+2,668
| +19% | +$723K | 0.66% | 22 |
|
|
2016
Q1 | $3.78M | Sell |
13,795
-2,869
| -17% | -$785K | 0.6% | 25 |
|
|
2015
Q4 | $4.22M | Sell |
16,664
-420
| -2% | -$106K | 0.64% | 22 |
|
|
2015
Q3 | $4.27M | Sell |
17,084
-774
| -4% | -$194K | 0.75% | 18 |
|
|
2015
Q2 | $4.04M | Sell |
17,858
-2,411
| -12% | -$545K | 0.6% | 22 |
|
|
2015
Q1 | $4.38M | Sell |
20,269
-1,784
| -8% | -$386K | 0.63% | 22 |
|
|
2014
Q4 | $4.25M | Sell |
22,053
-227
| -1% | -$43.7K | 0.69% | 20 |
|
|
2014
Q3 | $3.35M | Sell |
22,280
-246
| -1% | -$37K | 0.58% | 23 |
|
|
2014
Q2 | $3.39M | Sell |
22,526
-1,575
| -7% | -$237K | 0.58% | 20 |
|
|
2014
Q1 | $3.58M | Sell |
24,101
-1,444
| -6% | -$214K | 0.63% | 21 |
|
|
2013
Q4 | $3.29M | Buy |
25,545
+1,623
| +7% | +$209K | 0.61% | 22 |
|
|
2013
Q3 | $3.05M | Buy |
23,922
+483
| +2% | +$61.6K | 0.63% | 22 |
|
|
2013
Q2 | $2.64M | Buy |
+23,439
| New | +$2.64M | 2.09% | 11 |
|