MGWM
Marks Group Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
7,635
+7,056
| +1,219% | +$636K | 0.06% | 204 |
|
|
2025
Q1 | $829K | Sell |
579
-8
| -1% | -$11.5K | 0.08% | 197 |
|
|
2024
Q4 | $696K | Sell |
587
-18
| -3% | -$21.3K | 0.07% | 194 |
|
|
2024
Q3 | $697K | Buy |
605
+9
| +2% | +$10.4K | 0.07% | 196 |
|
|
2024
Q2 | $629K | Sell |
596
-21
| -3% | -$22.2K | 0.07% | 202 |
|
|
2024
Q1 | $697K | Sell |
617
-34
| -5% | -$38.4K | 0.07% | 192 |
|
|
2023
Q4 | $619K | Buy |
651
+23
| +4% | +$21.9K | 0.07% | 200 |
|
|
2023
Q3 | $571K | Sell |
628
-1
| -0.2% | -$909 | 0.07% | 199 |
|
|
2023
Q2 | $601K | Sell |
629
-19
| -3% | -$18.2K | 0.07% | 201 |
|
|
2023
Q1 | $550K | Buy |
648
+15
| +2% | +$12.7K | 0.07% | 203 |
|
|
2022
Q4 | $534K | Buy |
633
+3
| +0.5% | +$2.53K | 0.07% | 204 |
|
|
2022
Q3 | $443K | Hold |
630
| – | – | 0.07% | 210 |
|
|
2022
Q2 | $398K | Buy |
630
+32
| +5% | +$20.2K | 0.06% | 221 |
|
|
2022
Q1 | $410K | Hold |
598
| – | – | 0.05% | 249 |
|
|
2021
Q4 | $422K | Sell |
598
-25
| -4% | -$17.6K | 0.05% | 248 |
|
|
2021
Q3 | $381K | Sell |
623
-28
| -4% | -$17.1K | 0.05% | 226 |
|
|
2021
Q2 | $369K | Sell |
651
-16
| -2% | -$9.07K | 0.05% | 199 |
|
|
2021
Q1 | $338K | Sell |
667
-12
| -2% | -$6.08K | 0.05% | 199 |
|
|
2020
Q4 | $307K | Sell |
679
-15
| -2% | -$6.78K | 0.05% | 209 |
|
|
2020
Q3 | $320K | Sell |
694
-96
| -12% | -$44.3K | 0.06% | 198 |
|
|
2020
Q2 | $334K | Sell |
790
-21
| -3% | -$8.88K | 0.07% | 186 |
|
|
2020
Q1 | $244K | Sell |
811
-3
| -0.4% | -$903 | 0.06% | 193 |
|
|
2019
Q4 | $357K | Buy |
+814
| New | +$357K | 0.07% | 188 |
|