LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.6M | Buy |
739,269
+686,841
| +1,310% | +$61.9M | 0.59% | 39 |
|
|
2025
Q1 | $72.4M | Sell |
52,428
-709
| -1% | -$979K | 0.7% | 36 |
|
|
2024
Q4 | $68.1M | Sell |
53,137
-535
| -1% | -$686K | 0.59% | 39 |
|
|
2024
Q3 | $64.4M | Buy |
53,672
+146
| +0.3% | +$175K | 0.57% | 41 |
|
|
2024
Q2 | $55.9M | Sell |
53,526
-205
| -0.4% | -$214K | 0.51% | 42 |
|
|
2024
Q1 | $58.6M | Buy |
53,731
+1,168
| +2% | +$1.27M | 0.58% | 41 |
|
|
2023
Q4 | $53.8M | Buy |
52,563
+279
| +0.5% | +$285K | 0.53% | 42 |
|
|
2023
Q3 | $49.6M | Buy |
52,284
+62
| +0.1% | +$58.8K | 0.55% | 41 |
|
|
2023
Q2 | $49.9M | Sell |
52,222
-378
| -0.7% | -$361K | 0.53% | 42 |
|
|
2023
Q1 | $44.7M | Sell |
52,600
-88
| -0.2% | -$74.7K | 0.51% | 45 |
|
|
2022
Q4 | $44.5M | Sell |
52,688
-22
| -0% | -$18.6K | 0.55% | 45 |
|
|
2022
Q3 | $37.1M | Buy |
52,710
+287
| +0.5% | +$202K | 0.48% | 49 |
|
|
2022
Q2 | $33.1M | Buy |
52,423
+6,908
| +15% | +$4.36M | 0.41% | 51 |
|
|
2022
Q1 | $31.2M | Buy |
45,515
+843
| +2% | +$577K | 0.32% | 55 |
|
|
2021
Q4 | $31.5M | Buy |
44,672
+366
| +0.8% | +$258K | 0.29% | 54 |
|
|
2021
Q3 | $27.1M | Buy |
44,306
+3,504
| +9% | +$2.14M | 0.27% | 55 |
|
|
2021
Q2 | $23.1M | Buy |
40,802
+16,201
| +66% | +$9.17M | 0.23% | 58 |
|
|
2021
Q1 | $12.5M | Buy |
24,601
+14,647
| +147% | +$7.43M | 0.14% | 63 |
|
|
2020
Q4 | $4.51M | Buy |
9,954
+6,004
| +152% | +$2.72M | 0.05% | 88 |
|
|
2020
Q3 | $1.82M | Sell |
3,950
-130
| -3% | -$59.9K | 0.02% | 113 |
|
|
2020
Q2 | $1.72M | Buy |
4,080
+499
| +14% | +$210K | 0.02% | 117 |
|
|
2020
Q1 | $1.08M | Hold |
3,581
| – | – | 0.02% | 127 |
|
|
2019
Q4 | $1.57M | Buy |
3,581
+50
| +1% | +$21.9K | 0.02% | 126 |
|
|
2019
Q3 | $1.41M | Hold |
3,531
| – | – | 0.02% | 133 |
|
|
2019
Q2 | $1.3M | Buy |
3,531
+17
| +0.5% | +$6.28K | 0.02% | 138 |
|
|
2019
Q1 | $1.36M | Sell |
3,514
-60
| -2% | -$23.3K | 0.02% | 136 |
|
|
2018
Q4 | $1.23M | Buy |
3,574
+345
| +11% | +$119K | 0.02% | 135 |
|
|
2018
Q3 | $1.12M | Hold |
3,229
| – | – | 0.02% | 154 |
|
|
2018
Q2 | $883K | Sell |
3,229
-290
| -8% | -$79.3K | 0.02% | 169 |
|
|
2018
Q1 | $871K | Sell |
3,519
-50
| -1% | -$12.4K | 0.02% | 172 |
|
|
2017
Q4 | $858K | Hold |
3,569
| – | – | 0.02% | 169 |
|
|
2017
Q3 | $769K | Buy |
3,569
+374
| +12% | +$80.6K | 0.01% | 174 |
|
|
2017
Q2 | $653K | Sell |
3,195
-650
| -17% | -$133K | 0.01% | 175 |
|
|
2017
Q1 | $1.04M | Hold |
3,845
| – | – | 0.02% | 150 |
|
|
2016
Q4 | $1.07M | Hold |
3,845
| – | – | 0.02% | 148 |
|
|
2016
Q3 | $1.08M | Sell |
3,845
-50
| -1% | -$14K | 0.02% | 150 |
|
|
2016
Q2 | $1.06M | Hold |
3,895
| – | – | 0.02% | 146 |
|
|
2016
Q1 | $1.07M | Sell |
3,895
-100
| -3% | -$27.4K | 0.03% | 146 |
|
|
2015
Q4 | $1.01M | Buy |
3,995
+125
| +3% | +$31.7K | 0.03% | 154 |
|
|
2015
Q3 | $875K | Hold |
3,870
| – | – | 0.02% | 161 |
|
|
2015
Q2 | $875K | Hold |
3,870
| – | – | 0.02% | 161 |
|
|
2015
Q1 | $837K | Sell |
3,870
-150
| -4% | -$32.4K | 0.02% | 166 |
|
|
2014
Q4 | $774K | Hold |
4,020
| – | – | 0.02% | 161 |
|
|
2014
Q3 | $604K | Hold |
4,020
| – | – | 0.02% | 175 |
|
|
2014
Q2 | $605K | Buy |
4,020
+410
| +11% | +$61.7K | 0.02% | 176 |
|
|
2014
Q1 | $536K | Buy |
3,610
+965
| +36% | +$143K | 0.01% | 185 |
|
|
2013
Q4 | $340K | Hold |
2,645
| – | – | 0.01% | 217 |
|
|
2013
Q3 | $337K | Sell |
2,645
-250
| -9% | -$31.9K | 0.01% | 208 |
|
|
2013
Q2 | $326K | Buy |
+2,895
| New | +$326K | 0.01% | 221 |
|