WealthSource Partners’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $540K | Buy |
8,520
+60
| +0.7% | +$3.8K | 0.04% | 306 |
|
|
2023
Q3 | $513K | Buy |
8,460
+75
| +0.9% | +$4.54K | 0.04% | 304 |
|
|
2023
Q2 | $534K | Buy |
+8,385
| New | +$534K | 0.04% | 302 |
|
|
2021
Q2 | – | Sell |
-8,190
| Closed | -$277K | – | 477 |
|
|
2021
Q1 | $277K | Buy |
+8,190
| New | +$277K | 0.03% | 348 |
|
|
2020
Q4 | – | Sell |
-7,845
| Closed | -$241K | – | 394 |
|
|
2020
Q3 | $241K | Buy |
7,845
+675
| +9% | +$20.7K | 0.03% | 301 |
|
|
2020
Q2 | $202K | Buy |
+7,170
| New | +$202K | 0.03% | 313 |
|
|
2017
Q3 | – | Sell |
-21,105
| Closed | -$308K | – | 302 |
|
|
2017
Q2 | $308K | Buy |
+21,105
| New | +$308K | 0.11% | 199 |
|