Valmark Advisers’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 | $629K | Buy |
6,984
+924
| +15% | +$83.3K | 0.01% | 408 |
|
|
2025
Q1 | $579K | Buy |
6,060
+270
| +5% | +$25.8K | 0.01% | 396 |
|
|
2024
Q4 | $458K | Sell |
5,790
-3,030
| -34% | -$240K | 0.01% | 435 |
|
|
2024
Q3 | $677K | Buy |
8,820
+2,400
| +37% | +$184K | 0.01% | 366 |
|
|
2024
Q2 | $452K | Buy |
6,420
+2,070
| +48% | +$146K | 0.01% | 409 |
|
|
2024
Q1 | $327K | Buy |
4,350
+195
| +5% | +$14.7K | 0.01% | 441 |
|
|
2023
Q4 | $263K | Buy |
4,155
+210
| +5% | +$13.3K | ﹤0.01% | 448 |
|
|
2023
Q3 | $239K | Hold |
3,945
| – | – | 0.01% | 430 |
|
|
2023
Q2 | $251K | Sell |
3,945
-14,955
| -79% | -$952K | 0.01% | 430 |
|
|
2023
Q1 | $1.07M | Sell |
18,900
-3,000
| -14% | -$170K | 0.02% | 213 |
|
|
2022
Q4 | $1.23M | Sell |
21,900
-495
| -2% | -$27.9K | 0.03% | 187 |
|
|
2022
Q3 | $1.05M | Buy |
22,395
+5,775
| +35% | +$271K | 0.02% | 181 |
|
|
2022
Q2 | $700K | Buy |
16,620
+4,440
| +36% | +$187K | 0.01% | 247 |
|
|
2022
Q1 | $556K | Buy |
+12,180
| New | +$556K | 0.01% | 286 |
|