MSFP

Mark Sheptoff Financial Planning’s O'Reilly Automotive ORLY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ORLY Stock Details ORLY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$541K	Buy	6,000 +5,600	+1,400%	+$505K	0.29%	51
2025 Q1	$573K	Hold	400	–	–	0.32%	52
2024 Q4	$474K	Hold	400	–	–	0.25%	61
2024 Q3	$461K	Hold	400	–	–	0.24%	56
2024 Q2	$422K	Hold	400	–	–	0.24%	60
2024 Q1	$452K	Hold	400	–	–	0.25%	57
2023 Q4	$380K	Hold	400	–	–	0.23%	59
2023 Q3	$364K	Hold	400	–	–	0.23%	55
2023 Q2	$382K	Hold	400	–	–	0.22%	62
2023 Q1	$340K	Hold	400	–	–	0.2%	74
2022 Q4	$338K	Hold	400	–	–	0.2%	71
2022 Q3	$281K	Hold	400	–	–	0.17%	76
2022 Q2	$253K	Hold	400	–	–	0.15%	84
2022 Q1	$274K	Hold	400	–	–	0.14%	87
2021 Q4	$282K	Hold	400	–	–	0.13%	86
2021 Q3	$244K	Buy	400 +24	+6%	+$14.6K	0.13%	93
2021 Q2	$213K	Hold	376	–	–	0.11%	100
2021 Q1	$191K	Hold	376	–	–	0.11%	99
2020 Q4	$170K	Hold	376	–	–	0.1%	108
2020 Q3	$173K	Hold	376	–	–	0.11%	97
2020 Q2	$159K	Hold	376	–	–	0.1%	101
2020 Q1	$113K	Hold	376	–	–	0.09%	101
2019 Q4	$165K	Hold	376	–	–	0.1%	100
2019 Q3	$150K	Buy	376 +26	+7%	+$10.4K	0.1%	100
2019 Q2	$129K	Hold	350	–	–	0.09%	108
2019 Q1	$136K	Hold	350	–	–	0.1%	105
2018 Q4	$121K	Hold	350	–	–	0.1%	100
2018 Q3	$122K	Hold	350	–	–	0.08%	120
2018 Q2	$96K	Hold	350	–	–	0.07%	127
2018 Q1	$87K	Hold	350	–	–	0.06%	137
2017 Q4	$84K	Hold	350	–	–	0.05%	150
2017 Q3	$75K	Hold	350	–	–	0.05%	158
2017 Q2	$77K	Sell	350 -1	-0.3%	-$220	0.05%	153
2017 Q1	$94K	Buy	351 +1	+0.3%	+$268	0.07%	143
2016 Q4	$97K	Hold	350	–	–	0.07%	140
2016 Q3	$98K	Hold	350	–	–	0.07%	131
2016 Q2	$95K	Buy	350 +150	+75%	+$40.7K	0.07%	127
2016 Q1	$55K	Hold	200	–	–	0.04%	146
2015 Q4	$51K	Hold	200	–	–	0.04%	165
2015 Q3	$50K	Hold	200	–	–	0.04%	160
2015 Q2	$45K	Hold	200	–	–	0.04%	175
2015 Q1	$43K	Hold	200	–	–	0.04%	178
2014 Q4	$39K	Hold	200	–	–	0.03%	183
2014 Q3	$30K	Hold	200	–	–	0.03%	198
2014 Q2	$30K	Hold	200	–	–	0.03%	201
2014 Q1	$30K	Buy	+200	New	+$30K	0.03%	215