Plante Moran Financial Advisors’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 | – | Sell |
-675
| Closed | -$64.5K | – | 839 |
|
|
2025
Q1 | $64.5K | Buy |
+675
| New | +$64.5K | 0.01% | 301 |
|
|
2024
Q3 | – | Sell |
-45
| Closed | -$3.17K | – | 915 |
|
|
2024
Q2 | $3.17K | Sell |
45
-390
| -90% | -$27.5K | ﹤0.01% | 684 |
|
|
2024
Q1 | $32.7K | Buy |
+435
| New | +$32.7K | ﹤0.01% | 420 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$4K | – | 950 |
|
|
2022
Q3 | $4K | Sell |
75
-75
| -50% | -$4K | ﹤0.01% | 735 |
|
|
2022
Q2 | $6K | Buy |
150
+75
| +100% | +$3K | ﹤0.01% | 687 |
|
|
2022
Q1 | $3K | Sell |
75
-255
| -77% | -$10.2K | ﹤0.01% | 722 |
|
|
2021
Q4 | $16K | Buy |
330
+255
| +340% | +$12.4K | ﹤0.01% | 605 |
|
|
2021
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 842 |
|
|
2021
Q2 | $3K | Sell |
75
-225
| -75% | -$9K | ﹤0.01% | 858 |
|
|
2021
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 648 |
|
|
2020
Q4 | $9K | Sell |
300
-11,760
| -98% | -$353K | ﹤0.01% | 643 |
|
|
2020
Q3 | $371K | Buy |
12,060
+5,250
| +77% | +$162K | 0.13% | 90 |
|
|
2020
Q2 | $191K | Hold |
6,810
| – | – | 0.08% | 133 |
|
|
2020
Q1 | $137K | Sell |
6,810
-630
| -8% | -$12.7K | 0.06% | 156 |
|
|
2019
Q4 | $217K | Buy |
7,440
+690
| +10% | +$20.1K | 0.08% | 144 |
|
|
2019
Q3 | $179K | Hold |
6,750
| – | – | 0.05% | 170 |
|
|
2019
Q2 | $166K | Hold |
6,750
| – | – | 0.05% | 171 |
|
|
2019
Q1 | $175K | Hold |
6,750
| – | – | 0.05% | 161 |
|
|
2018
Q4 | $155K | Sell |
6,750
-15
| -0.2% | -$344 | 0.05% | 154 |
|
|
2018
Q3 | $157K | Sell |
6,765
-9,840
| -59% | -$228K | 0.05% | 164 |
|
|
2018
Q2 | $303K | Buy |
16,605
+1,905
| +13% | +$34.8K | 0.15% | 106 |
|
|
2018
Q1 | $242K | Buy |
14,700
+2,865
| +24% | +$47.2K | 0.13% | 123 |
|
|
2017
Q4 | $190K | Buy |
11,835
+4,350
| +58% | +$69.8K | 0.11% | 146 |
|
|
2017
Q3 | $107K | Sell |
7,485
-60
| -0.8% | -$858 | 0.06% | 196 |
|
|
2017
Q2 | $110K | Buy |
7,545
+120
| +2% | +$1.75K | 0.07% | 191 |
|
|
2017
Q1 | $134K | Sell |
7,425
-675
| -8% | -$12.2K | 0.08% | 171 |
|
|
2016
Q4 | $150K | Buy |
8,100
+495
| +7% | +$9.17K | 0.09% | 160 |
|
|
2016
Q3 | $142K | Buy |
7,605
+90
| +1% | +$1.68K | 0.1% | 153 |
|
|
2016
Q2 | $136K | Hold |
7,515
| – | – | 0.1% | 150 |
|
|
2016
Q1 | $137K | Hold |
7,515
| – | – | 0.11% | 140 |
|
|
2015
Q4 | $127K | Hold |
7,515
| – | – | 0.1% | 155 |
|
|
2015
Q3 | $125K | Hold |
7,515
| – | – | 0.1% | 152 |
|
|
2015
Q2 | $113K | Hold |
7,515
| – | – | 0.08% | 174 |
|
|
2015
Q1 | $108K | Sell |
7,515
-165
| -2% | -$2.37K | 0.08% | 179 |
|
|
2014
Q4 | $99K | Buy |
7,680
+6,750
| +726% | +$87K | 0.07% | 185 |
|
|
2014
Q3 | $9K | Hold |
930
| – | – | 0.01% | 562 |
|
|
2014
Q2 | $9K | Buy |
930
+555
| +148% | +$5.37K | 0.01% | 564 |
|
|
2014
Q1 | $4K | Sell |
375
-6,480
| -95% | -$69.1K | ﹤0.01% | 499 |
|
|
2013
Q4 | $59K | Buy |
+6,855
| New | +$59K | 0.03% | 211 |
|