Wellington Shields Capital Management’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-21,750
| Closed | -$349K | – | 343 |
|
2017
Q4 | $349K | Buy |
+21,750
| New | +$349K | 0.05% | 255 |
|
2017
Q3 | – | Sell |
-30,000
| Closed | -$437K | – | 329 |
|
2017
Q2 | $437K | Hold |
30,000
| – | – | 0.07% | 226 |
|
2017
Q1 | $540K | Hold |
30,000
| – | – | 0.09% | 196 |
|
2016
Q4 | $557K | Sell |
30,000
-3,000
| -9% | -$55.7K | 0.09% | 192 |
|
2016
Q3 | $616K | Hold |
33,000
| – | – | 0.11% | 179 |
|
2016
Q2 | $596K | Hold |
33,000
| – | – | 0.1% | 178 |
|
2016
Q1 | $602K | Buy |
+33,000
| New | +$602K | 0.11% | 168 |
|
2014
Q2 | – | Sell |
-30,000
| Closed | -$297K | – | 374 |
|
2014
Q1 | $297K | Hold |
30,000
| – | – | 0.05% | 271 |
|
2013
Q4 | $257K | Buy |
+30,000
| New | +$257K | 0.05% | 272 |
|