Institute for Wealth Management’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 | $342K | Sell |
3,792
-18
| -0.5% | -$1.62K | 0.04% | 399 |
|
|
2025
Q1 | $364K | Sell |
3,810
-105
| -3% | -$10K | 0.05% | 366 |
|
|
2024
Q4 | $310K | Sell |
3,915
-15
| -0.4% | -$1.19K | 0.04% | 391 |
|
|
2024
Q3 | $302K | Sell |
3,930
-45
| -1% | -$3.46K | 0.04% | 413 |
|
|
2024
Q2 | $280K | Buy |
3,975
+30
| +0.8% | +$2.11K | 0.04% | 399 |
|
|
2024
Q1 | $297K | Hold |
3,945
| – | – | 0.04% | 388 |
|
|
2023
Q4 | $250K | Buy |
3,945
+60
| +2% | +$3.8K | 0.04% | 404 |
|
|
2023
Q3 | $236K | Sell |
3,885
-45
| -1% | -$2.73K | 0.04% | 395 |
|
|
2023
Q2 | $251K | Buy |
3,930
+120
| +3% | +$7.66K | 0.04% | 398 |
|
|
2023
Q1 | $216K | Hold |
3,810
| – | – | 0.04% | 409 |
|
|
2022
Q4 | $215K | Buy |
+3,810
| New | +$215K | 0.05% | 405 |
|