Waldron Private Wealth’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 | $280K | Hold |
3,105
| – | – | 0.01% | 258 |
|
|
2025
Q1 | $297K | Sell |
3,105
-9,825
| -76% | -$938K | 0.01% | 245 |
|
|
2024
Q4 | $1.02M | Buy |
12,930
+3,300
| +34% | +$261K | 0.04% | 161 |
|
|
2024
Q3 | $739K | Buy |
9,630
+1,920
| +25% | +$147K | 0.03% | 198 |
|
|
2024
Q2 | $543K | Sell |
7,710
-15
| -0.2% | -$1.06K | 0.02% | 219 |
|
|
2024
Q1 | $581K | Sell |
7,725
-105
| -1% | -$7.9K | 0.03% | 218 |
|
|
2023
Q4 | $496K | Sell |
7,830
-810
| -9% | -$51.3K | 0.02% | 235 |
|
|
2023
Q3 | $524K | Sell |
8,640
-15
| -0.2% | -$909 | 0.03% | 222 |
|
|
2023
Q2 | $551K | Sell |
8,655
-1,800
| -17% | -$115K | 0.03% | 214 |
|
|
2023
Q1 | $592K | Buy |
10,455
+675
| +7% | +$38.2K | 0.03% | 228 |
|
|
2022
Q4 | $458K | Hold |
9,780
| – | – | 0.03% | 246 |
|
|
2022
Q3 | $458K | Sell |
9,780
-90
| -0.9% | -$4.22K | 0.03% | 246 |
|
|
2022
Q2 | $415K | Sell |
9,870
-15
| -0.2% | -$631 | 0.02% | 261 |
|
|
2022
Q1 | $451K | Buy |
9,885
+1,965
| +25% | +$89.7K | 0.02% | 265 |
|
|
2021
Q4 | $372K | Hold |
7,920
| – | – | 0.02% | 284 |
|
|
2021
Q3 | $322K | Buy |
+7,920
| New | +$322K | 0.02% | 275 |
|
|
2019
Q2 | – | Sell |
-17,010
| Closed | -$440K | – | 259 |
|
|
2019
Q1 | $440K | Buy |
17,010
+345
| +2% | +$8.92K | 0.05% | 153 |
|
|
2018
Q4 | $382K | Buy |
+16,665
| New | +$382K | 0.06% | 142 |
|