TWA
TPB Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,155
| Closed | -$9.42M | – | 44 |
|
|
2022
Q4 | $9.42M | Buy |
11,155
+604
| +6% | +$510K | 4.84% | 5 |
|
|
2022
Q3 | $7.42M | Sell |
10,551
-12
| -0.1% | -$8.44K | 3.54% | 5 |
|
|
2022
Q2 | $6.67M | Buy |
10,563
+12
| +0.1% | +$7.58K | 3.01% | 6 |
|
|
2022
Q1 | $7.23M | Buy |
10,551
+6,044
| +134% | +$4.14M | 2.71% | 7 |
|
|
2021
Q4 | $3.18M | Buy |
+4,507
| New | +$3.18M | 1.55% | 15 |
|