Klingman & Associates’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 | $1.08M | Buy |
11,976
+561
| +5% | +$50.6K | 0.06% | 111 |
|
2025
Q1 | $1.09M | Buy |
11,415
+150
| +1% | +$14.3K | 0.07% | 101 |
|
2024
Q4 | $891K | Hold |
11,265
| – | – | 0.05% | 110 |
|
2024
Q3 | $865K | Hold |
11,265
| – | – | 0.05% | 115 |
|
2024
Q2 | $793K | Sell |
11,265
-750
| -6% | -$52.8K | 0.05% | 109 |
|
2024
Q1 | $904K | Hold |
12,015
| – | – | 0.06% | 105 |
|
2023
Q4 | $761K | Sell |
12,015
-825
| -6% | -$52.3K | 0.06% | 111 |
|
2023
Q3 | $778K | Sell |
12,840
-15
| -0.1% | -$909 | 0.06% | 104 |
|
2023
Q2 | $819K | Buy |
12,855
+165
| +1% | +$10.5K | 0.07% | 101 |
|
2023
Q1 | $718K | Sell |
12,690
-300
| -2% | -$17K | 0.06% | 102 |
|
2022
Q4 | $731K | Buy |
12,990
+345
| +3% | +$19.4K | 0.06% | 95 |
|
2022
Q3 | $593K | Buy |
12,645
+105
| +0.8% | +$4.92K | 0.06% | 95 |
|
2022
Q2 | $528K | Sell |
12,540
-75
| -0.6% | -$3.16K | 0.05% | 103 |
|
2022
Q1 | $576K | Buy |
12,615
+75
| +0.6% | +$3.42K | 0.05% | 106 |
|
2021
Q4 | $590K | Buy |
12,540
+75
| +0.6% | +$3.53K | 0.05% | 98 |
|
2021
Q3 | $508K | Hold |
12,465
| – | – | 0.05% | 98 |
|
2021
Q2 | $471K | Hold |
12,465
| – | – | 0.05% | 100 |
|
2021
Q1 | $422K | Hold |
12,465
| – | – | 0.04% | 106 |
|
2020
Q4 | $376K | Hold |
12,465
| – | – | 0.04% | 103 |
|
2020
Q3 | $383K | Buy |
12,465
+555
| +5% | +$17.1K | 0.05% | 97 |
|
2020
Q2 | $335K | Sell |
11,910
-375
| -3% | -$10.5K | 0.05% | 94 |
|
2020
Q1 | $247K | Sell |
12,285
-225
| -2% | -$4.52K | 0.05% | 104 |
|
2019
Q4 | $366K | Buy |
12,510
+225
| +2% | +$6.58K | 0.06% | 92 |
|
2019
Q3 | $326K | Hold |
12,285
| – | – | 0.06% | 92 |
|
2019
Q2 | $302K | Hold |
12,285
| – | – | 0.06% | 94 |
|
2019
Q1 | $318K | Hold |
12,285
| – | – | 0.06% | 94 |
|
2018
Q4 | $282K | Hold |
12,285
| – | – | 0.06% | 92 |
|
2018
Q3 | $284K | Buy |
+12,285
| New | +$284K | 0.06% | 89 |
|
2018
Q1 | – | Sell |
-23,595
| Closed | -$378K | – | 113 |
|
2017
Q4 | $378K | Buy |
+23,595
| New | +$378K | 0.08% | 84 |
|