WR Wealth Planners’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $165K | Hold |
2,085
| – | – | 0.05% | 175 |
|
|
2024
Q3 | $160K | Sell |
2,085
-645
| -24% | -$49.5K | 0.04% | 213 |
|
|
2024
Q2 | $192K | Hold |
2,730
| – | – | 0.06% | 175 |
|
|
2024
Q1 | $205K | Sell |
2,730
-2,250
| -45% | -$169K | 0.06% | 167 |
|
|
2023
Q4 | $315K | Buy |
4,980
+2,250
| +82% | +$143K | 0.12% | 140 |
|
|
2023
Q3 | $165K | Hold |
2,730
| – | – | 0.06% | 190 |
|
|
2023
Q2 | $174K | Hold |
2,730
| – | – | 0.07% | 183 |
|
|
2023
Q1 | $155K | Hold |
2,730
| – | – | 0.07% | 183 |
|
|
2022
Q4 | $154K | Hold |
2,730
| – | – | 0.09% | 117 |
|
|
2022
Q3 | $128K | Hold |
2,730
| – | – | 0.09% | 114 |
|
|
2022
Q2 | $115K | Hold |
2,730
| – | – | 0.08% | 118 |
|
|
2022
Q1 | $125K | Buy |
+2,730
| New | +$125K | 0.07% | 123 |
|