YorkBridge Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $235K | Sell |
4,170
-195
| -4% | -$11K | 0.06% | 228 |
|
|
2022
Q3 | $205K | Buy |
+4,365
| New | +$205K | 0.05% | 261 |
|
|
2022
Q2 | – | Sell |
-4,575
| Closed | -$209K | – | 289 |
|
|
2022
Q1 | $209K | Buy |
+4,575
| New | +$209K | 0.05% | 278 |
|
|
2020
Q1 | – | Sell |
-65,880
| Closed | -$1.93M | – | 173 |
|
|
2019
Q4 | $1.93M | Buy |
65,880
+525
| +0.8% | +$15.3K | 0.88% | 36 |
|
|
2019
Q3 | $1.74M | Buy |
65,355
+690
| +1% | +$18.3K | 0.87% | 39 |
|
|
2019
Q2 | $1.59M | Sell |
64,665
-12,345
| -16% | -$304K | 0.71% | 39 |
|
|
2019
Q1 | $1.99M | Sell |
77,010
-6,060
| -7% | -$157K | 0.92% | 26 |
|
|
2018
Q4 | $1.91M | Buy |
83,070
+810
| +1% | +$18.6K | 1.01% | 21 |
|
|
2018
Q3 | $1.9M | Buy |
82,260
+2,025
| +3% | +$46.7K | 0.87% | 26 |
|
|
2018
Q2 | $1.46M | Buy |
80,235
+10,515
| +15% | +$192K | 0.64% | 40 |
|
|
2018
Q1 | $1.07M | Buy |
69,720
+3,510
| +5% | +$53.8K | 0.49% | 58 |
|
|
2017
Q4 | $1.09M | Sell |
66,210
-1,905
| -3% | -$31.3K | 0.53% | 50 |
|
|
2017
Q3 | $978K | Buy |
68,115
+7,290
| +12% | +$105K | 0.51% | 52 |
|
|
2017
Q2 | $894K | Buy |
60,825
+3,150
| +5% | +$46.3K | 0.47% | 56 |
|
|
2017
Q1 | $945K | Buy |
57,675
+7,575
| +15% | +$124K | 0.49% | 56 |
|
|
2016
Q4 | $924K | Buy |
+50,100
| New | +$924K | 0.55% | 51 |
|