PWA
Primoris Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,100
| Closed | -$1.27M | – | 102 |
|
|
2024
Q3 | $1.27M | Hold |
1,100
| – | – | 0.92% | 37 |
|
|
2024
Q2 | $1.16M | Sell |
1,100
-200
| -15% | -$211K | 0.93% | 34 |
|
|
2024
Q1 | $1.47M | Sell |
1,300
-300
| -19% | -$339K | 1.17% | 30 |
|
|
2023
Q4 | $1.52M | Buy |
+1,600
| New | +$1.52M | 1.43% | 22 |
|