Perigon Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
8,204
+1,049
| +15% | +$94.5K | 0.02% | 567 |
|
|
2025
Q1 | $683K | Sell |
7,155
-1,515
| -17% | -$145K | 0.02% | 543 |
|
|
2024
Q4 | $696K | Buy |
8,670
+1,905
| +28% | +$153K | 0.02% | 541 |
|
|
2024
Q3 | $519K | Buy |
6,765
+720
| +12% | +$55.3K | 0.01% | 605 |
|
|
2024
Q2 | $426K | Buy |
6,045
+900
| +17% | +$63.4K | 0.01% | 583 |
|
|
2024
Q1 | $387K | Sell |
5,145
-45
| -0.9% | -$3.39K | 0.01% | 602 |
|
|
2023
Q4 | $329K | Buy |
5,190
+645
| +14% | +$40.9K | 0.01% | 623 |
|
|
2023
Q3 | $275K | Sell |
4,545
-495
| -10% | -$30K | 0.01% | 617 |
|
|
2023
Q2 | $321K | Buy |
5,040
+285
| +6% | +$18.2K | 0.01% | 584 |
|
|
2023
Q1 | $269K | Sell |
4,755
-975
| -17% | -$55.2K | 0.02% | 578 |
|
|
2022
Q4 | $322K | Buy |
5,730
+555
| +11% | +$31.2K | 0.02% | 505 |
|
|
2022
Q3 | $243K | Sell |
5,175
-225
| -4% | -$10.6K | 0.02% | 484 |
|
|
2022
Q2 | $227K | Buy |
5,400
+555
| +11% | +$23.3K | 0.02% | 507 |
|
|
2022
Q1 | $221K | Buy |
4,845
+150
| +3% | +$6.84K | 0.02% | 559 |
|
|
2021
Q4 | $221K | Buy |
+4,695
| New | +$221K | 0.02% | 530 |
|
|
2021
Q1 | – | Sell |
-1,305
| Closed | -$39K | – | 860 |
|
|
2020
Q4 | $39K | Buy |
+1,305
| New | +$39K | ﹤0.01% | 813 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | – | – | 495 |
|
|
2018
Q1 | $0 | Buy |
+30
| New | – | ﹤0.01% | 670 |
|