Glassman Wealth Services’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,160
| Closed | -$137K | – | 1316 |
|
|
2023
Q4 | $137K | Hold |
2,160
| – | – | 0.02% | 249 |
|
|
2023
Q3 | $131K | Sell |
2,160
-30
| -1% | -$1.88K | 0.02% | 237 |
|
|
2023
Q2 | $139K | Buy |
2,190
+15
| +0.7% | +$916 | 0.02% | 215 |
|
|
2023
Q1 | $123K | Buy |
2,175
+135
| +7% | +$7.4K | 0.02% | 233 |
|
|
2022
Q4 | $115K | Buy |
2,040
+15
| +0.7% | +$807 | 0.02% | 250 |
|
|
2022
Q3 | $95K | Buy |
2,025
+30
| +2% | +$1.4K | 0.02% | 255 |
|
|
2022
Q2 | $84K | Buy |
1,995
+150
| +8% | +$6.45K | 0.02% | 283 |
|
|
2022
Q1 | $84K | Buy |
1,845
+120
| +7% | +$5.36K | 0.02% | 291 |
|
|
2021
Q4 | $81K | Buy |
1,725
+135
| +8% | +$5.84K | 0.01% | 280 |
|
|
2021
Q3 | $65K | Buy |
1,590
+195
| +14% | +$7.8K | 0.01% | 309 |
|
|
2021
Q2 | $53K | Buy |
1,395
+75
| +6% | +$2.69K | 0.01% | 338 |
|
|
2021
Q1 | $45K | Buy |
1,320
+180
| +16% | +$5.58K | 0.01% | 346 |
|
|
2020
Q4 | $34K | Buy |
1,140
+195
| +21% | +$5.89K | 0.01% | 404 |
|
|
2020
Q3 | $29K | Buy |
945
+90
| +11% | +$2.73K | 0.01% | 382 |
|
|
2020
Q2 | $24K | Buy |
855
+135
| +19% | +$3.53K | 0.01% | 360 |
|
|
2020
Q1 | $14K | Sell |
720
-255
| -26% | -$6.52K | 0.01% | 393 |
|
|
2019
Q4 | $28K | Buy |
975
+15
| +2% | +$429 | 0.01% | 332 |
|
|
2019
Q3 | $26K | Hold |
960
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $24K | Hold |
960
| – | – | 0.01% | 343 |
|
|
2019
Q1 | $25K | Buy |
960
+345
| +56% | +$8.35K | 0.01% | 324 |
|
|
2018
Q4 | $14K | Sell |
615
-90
| -13% | -$2.05K | 0.01% | 335 |
|
|
2018
Q3 | $16K | Sell |
705
-30
| -4% | -$638 | 0.01% | 354 |
|
|
2018
Q2 | $13K | Hold |
735
| – | – | 0.01% | 343 |
|
|
2018
Q1 | $12K | Hold |
735
| – | – | 0.01% | 338 |
|
|
2017
Q4 | $12K | Buy |
735
+240
| +48% | +$3.57K | 0.01% | 312 |
|
|
2017
Q3 | $7K | Sell |
495
-1,080
| -69% | -$14.3K | ﹤0.01% | 331 |
|
|
2017
Q2 | $23K | Hold |
1,575
| – | – | 0.02% | 224 |
|
|
2017
Q1 | $28K | Hold |
1,575
| – | – | 0.02% | 218 |
|
|
2016
Q4 | $29K | Hold |
1,575
| – | – | 0.02% | 219 |
|
|
2016
Q3 | $29K | Hold |
1,575
| – | – | 0.02% | 189 |
|
|
2016
Q2 | $28K | Hold |
1,575
| – | – | 0.02% | 184 |
|
|
2016
Q1 | $29K | Hold |
1,575
| – | – | 0.03% | 178 |
|
|
2015
Q4 | $27K | Hold |
1,575
| – | – | 0.02% | 192 |
|
|
2015
Q3 | $26K | Hold |
1,575
| – | – | 0.02% | 194 |
|
|
2015
Q2 | $24K | Hold |
1,575
| – | – | 0.02% | 212 |
|
|
2015
Q1 | $23K | Hold |
1,575
| – | – | 0.02% | 216 |
|
|
2014
Q4 | $20K | Buy |
+1,575
| New | +$18.5K | 0.01% | 242 |
|