ProVise Management Group’s O'Reilly Automotive ORLY Stock Holding History

ProVise Management Group’s Portfolio ORLY Stock Details ORLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$875K	Buy	9,705 +30	+0.3%	+$2.7K	0.07%	137
2025 Q1	$924K	Sell	9,675 -4,650	-32%	-$444K	0.08%	132
2024 Q4	$1.13M	Hold	14,325	–	–	0.1%	128
2024 Q3	$1.1M	Sell	14,325 -450	-3%	-$34.5K	0.09%	144
2024 Q2	$1.04M	Sell	14,775 -300	-2%	-$21.1K	0.09%	145
2024 Q1	$1.13M	Sell	15,075 -150	-1%	-$11.3K	0.1%	143
2023 Q4	$964K	Hold	15,225	–	–	0.08%	176
2023 Q3	$922K	Sell	15,225 -1,350	-8%	-$81.8K	0.09%	175
2023 Q2	$1.06M	Hold	16,575	–	–	0.1%	168
2023 Q1	$938K	Sell	16,575 -2,850	-15%	-$161K	0.09%	170
2022 Q4	$1.09M	Sell	19,425 -2,580	-12%	-$145K	0.11%	152
2022 Q3	$1.03M	Hold	22,005	–	–	0.12%	157
2022 Q2	$927K	Hold	22,005	–	–	0.1%	159
2022 Q1	$1.01M	Sell	22,005 -3,150	-13%	-$144K	0.09%	173
2021 Q4	$1.18M	Sell	25,155 -420	-2%	-$19.8K	0.11%	167
2021 Q3	$1.04M	Sell	25,575 -900	-3%	-$36.7K	0.1%	167
2021 Q2	$999K	Sell	26,475 -1,350	-5%	-$50.9K	0.1%	169
2021 Q1	$941K	Sell	27,825 -75	-0.3%	-$2.54K	0.1%	167
2020 Q4	$842K	Sell	27,900 -1,290	-4%	-$38.9K	0.1%	168
2020 Q3	$897K	Sell	29,190 -975	-3%	-$30K	0.12%	147
2020 Q2	$848K	Sell	30,165 -7,650	-20%	-$215K	0.12%	145
2020 Q1	$759K	Sell	37,815 -5,025	-12%	-$101K	0.13%	148
2019 Q4	$1.25M	Sell	42,840 -1,110	-3%	-$32.4K	0.15%	132
2019 Q3	$1.17M	Sell	43,950 -8,550	-16%	-$227K	0.15%	136
2019 Q2	$1.29M	Sell	52,500 -1,050	-2%	-$25.9K	0.17%	129
2019 Q1	$1.39M	Sell	53,550 -3,480	-6%	-$90.1K	0.19%	125
2018 Q4	$1.31M	Sell	57,030 -6,075	-10%	-$139K	0.21%	118
2018 Q3	$1.46M	Sell	63,105 -2,160	-3%	-$50K	0.19%	126
2018 Q2	$6.66K	Sell	65,265 -915	-1%	-$93	0.5%	59
2018 Q1	$1.09M	Sell	66,180 -18,150	-22%	-$299K	0.16%	140
2017 Q4	$1.35M	Sell	84,330 -14,175	-14%	-$227K	0.19%	124
2017 Q3	$1.41M	Buy	+98,505	New	+$1.41M	0.21%	119