YHB Investment Advisors’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 | $350K | Hold |
3,885
| – | – | 0.03% | 232 |
|
|
2025
Q1 | $371K | Buy |
3,885
+210
| +6% | +$20.1K | 0.03% | 222 |
|
|
2024
Q4 | $291K | Hold |
3,675
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $282K | Sell |
3,675
-225
| -6% | -$17.3K | 0.02% | 240 |
|
|
2024
Q2 | $275K | Buy |
3,900
+225
| +6% | +$15.8K | 0.02% | 244 |
|
|
2024
Q1 | $277K | Buy |
+3,675
| New | +$277K | 0.02% | 240 |
|
|
2023
Q4 | – | Sell |
-4,740
| Closed | -$287K | – | 275 |
|
|
2023
Q3 | $287K | Hold |
4,740
| – | – | 0.03% | 229 |
|
|
2023
Q2 | $302K | Sell |
4,740
-165
| -3% | -$10.5K | 0.03% | 226 |
|
|
2023
Q1 | $278K | Hold |
4,905
| – | – | 0.03% | 233 |
|
|
2022
Q4 | $276K | Sell |
4,905
-390
| -7% | -$21.9K | 0.03% | 232 |
|
|
2022
Q3 | $248K | Hold |
5,295
| – | – | 0.03% | 242 |
|
|
2022
Q2 | $223K | Hold |
5,295
| – | – | 0.02% | 259 |
|
|
2022
Q1 | $242K | Hold |
5,295
| – | – | 0.02% | 264 |
|
|
2021
Q4 | $249K | Sell |
5,295
-45
| -0.8% | -$2.12K | 0.02% | 290 |
|
|
2021
Q3 | $218K | Hold |
5,340
| – | – | 0.02% | 295 |
|
|
2021
Q2 | $202K | Buy |
+5,340
| New | +$202K | 0.02% | 298 |
|