Icon Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
11,580
+5,205
| +82% | +$469K | 0.07% | 161 |
|
|
2025
Q1 | $609K | Buy |
6,375
+600
| +10% | +$57.3K | 0.05% | 193 |
|
|
2024
Q4 | $457K | Hold |
5,775
| – | – | 0.04% | 226 |
|
|
2024
Q3 | $443K | Sell |
5,775
-1,575
| -21% | -$121K | 0.04% | 223 |
|
|
2024
Q2 | $552K | Buy |
7,350
+675
| +10% | +$50.7K | 0.05% | 197 |
|
|
2024
Q1 | $502K | Hold |
6,675
| – | – | 0.05% | 212 |
|
|
2023
Q4 | $423K | Buy |
+6,675
| New | +$423K | 0.04% | 214 |
|