MWM
MinichMacGregor 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 | $5.11M | Buy |
+56,689
| New | +$5.11M | 1.09% | 34 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$4.22K | – | 469 |
|
|
2022
Q4 | $4.22K | Buy |
+5
| New | +$4.22K | ﹤0.01% | 497 |
|
|
2018
Q4 | – | Sell |
-3
| Closed | -$1K | – | 371 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 490 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 579 |
|
|
2018
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 545 |
|
|
2017
Q3 | – | Sell |
-29
| Closed | -$6K | – | 516 |
|
|
2017
Q2 | $6K | Hold |
29
| – | – | 0.01% | 336 |
|
|
2017
Q1 | $7K | Hold |
29
| – | – | 0.01% | 319 |
|
|
2016
Q4 | $8K | Buy |
29
+23
| +383% | +$6.35K | 0.01% | 293 |
|
|
2016
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 430 |
|
|
2016
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 411 |
|