OWM
OneAscent 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 | $245K | Buy |
+2,722
| New | +$245K | 0.09% | 140 |
|
|
2024
Q1 | – | Sell |
-281
| Closed | -$267K | – | 192 |
|
|
2023
Q4 | $267K | Sell |
281
-170
| -38% | -$162K | 0.11% | 133 |
|
|
2023
Q3 | $410K | Buy |
451
+186
| +70% | +$169K | 0.18% | 75 |
|
|
2023
Q2 | $253K | Sell |
265
-29
| -10% | -$27.7K | 0.12% | 83 |
|
|
2023
Q1 | $250K | Sell |
294
-27
| -8% | -$23K | 0.1% | 149 |
|
|
2022
Q4 | $271K | Sell |
321
-23
| -7% | -$19.4K | 0.13% | 125 |
|
|
2022
Q3 | $242K | Sell |
344
-11
| -3% | -$7.74K | 0.13% | 119 |
|
|
2022
Q2 | $224K | Sell |
355
-291
| -45% | -$184K | 0.11% | 152 |
|
|
2022
Q1 | $442K | Buy |
+646
| New | +$442K | 0.22% | 90 |
|