Strategic Wealth Partners’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 | $260K | Buy |
+2,880
| New | +$260K | 0.02% | 290 |
|
2024
Q4 | $256K | Buy |
+2,880
| New | +$256K | 0.02% | 280 |
|
2019
Q4 | – | Sell |
-1,140
| Closed | -$5.6K | – | 385 |
|
2019
Q3 | $5.6K | Sell |
1,140
-915
| -45% | -$4.5K | 0.03% | 171 |
|
2019
Q2 | $50K | Sell |
2,055
-825
| -29% | -$20.1K | 0.02% | 232 |
|
2019
Q1 | $75K | Sell |
2,880
-15
| -0.5% | -$391 | 0.03% | 202 |
|
2018
Q4 | $66K | Sell |
2,895
-465
| -14% | -$10.6K | 0.03% | 207 |
|
2018
Q3 | $78K | Sell |
3,360
-870
| -21% | -$20.2K | 0.04% | 200 |
|
2018
Q2 | $77K | Sell |
4,230
-9,525
| -69% | -$173K | 0.04% | 216 |
|
2018
Q1 | $227K | Sell |
13,755
-540
| -4% | -$8.91K | 0.12% | 141 |
|
2017
Q4 | $202K | Buy |
+14,295
| New | +$202K | 0.11% | 146 |
|