TW
Transform Wealth’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $496K | Sell |
346
-65
| -16% | -$93.1K | 0.03% | 176 |
|
|
2024
Q4 | $487K | Sell |
411
-112
| -21% | -$133K | 0.03% | 188 |
|
|
2024
Q3 | $602K | Sell |
523
-5,741
| -92% | -$6.61M | 0.04% | 137 |
|
|
2024
Q2 | $6.61M | Sell |
6,264
-2,216
| -26% | -$2.34M | 0.5% | 53 |
|
|
2024
Q1 | $9.57M | Buy |
8,480
+135
| +2% | +$152K | 0.91% | 36 |
|
|
2023
Q4 | $7.93M | Buy |
8,345
+163
| +2% | +$155K | 0.77% | 40 |
|
|
2023
Q3 | $7.44M | Buy |
8,182
+38
| +0.5% | +$34.5K | 0.78% | 38 |
|
|
2023
Q2 | $7.78M | Sell |
8,144
-304
| -4% | -$290K | 0.7% | 47 |
|
|
2023
Q1 | $7.17M | Sell |
8,448
-58
| -0.7% | -$49.2K | 0.68% | 52 |
|
|
2022
Q4 | $7.18M | Sell |
8,506
-1,867
| -18% | -$1.58M | 0.8% | 42 |
|
|
2022
Q3 | $7.3M | Sell |
10,373
-22
| -0.2% | -$15.5K | 0.95% | 34 |
|
|
2022
Q2 | $6.57M | Sell |
10,395
-432
| -4% | -$273K | 0.98% | 38 |
|
|
2022
Q1 | $7.42M | Buy |
10,827
+9,478
| +703% | +$6.49M | 0.83% | 40 |
|
|
2021
Q4 | $953K | Buy |
1,349
+4
| +0.3% | +$2.83K | 0.1% | 115 |
|
|
2021
Q3 | $822K | Sell |
1,345
-34
| -2% | -$20.8K | 0.09% | 123 |
|
|
2021
Q2 | $781K | Sell |
1,379
-259
| -16% | -$147K | 0.1% | 141 |
|
|
2021
Q1 | $831K | Sell |
1,638
-184
| -10% | -$93.3K | 0.17% | 110 |
|
|
2020
Q4 | $825K | Sell |
1,822
-100
| -5% | -$45.3K | 0.17% | 109 |
|
|
2020
Q3 | $886K | Sell |
1,922
-36
| -2% | -$16.6K | 0.14% | 107 |
|
|
2020
Q2 | $826K | Sell |
1,958
-127
| -6% | -$53.6K | 0.14% | 104 |
|
|
2020
Q1 | $628K | Buy |
2,085
+436
| +26% | +$131K | 0.13% | 126 |
|
|
2019
Q4 | $723K | Buy |
+1,649
| New | +$723K | 0.11% | 133 |
|
|
2018
Q1 | – | Sell |
-1,715
| Closed | -$413K | – | 251 |
|
|
2017
Q4 | $413K | Sell |
1,715
-225
| -12% | -$54.2K | 0.08% | 195 |
|
|
2017
Q3 | $418K | Buy |
+1,940
| New | +$418K | 0.15% | 162 |
|
|
2017
Q2 | – | Sell |
-2,505
| Closed | -$676K | – | 130 |
|
|
2017
Q1 | $676K | Buy |
2,505
+100
| +4% | +$27K | 0.25% | 138 |
|
|
2016
Q4 | $670K | Buy |
2,405
+1,005
| +72% | +$280K | 0.27% | 127 |
|
|
2016
Q3 | $392K | Buy |
1,400
+350
| +33% | +$98K | 0.17% | 158 |
|
|
2016
Q2 | $285K | Buy |
+1,050
| New | +$285K | 0.12% | 175 |
|