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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

ORLY holding history

O Reilly Automotive Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORLY overviewAll 13F holders of ORLYFull Q1 2025 holdings

Shares (Q1 2025)
346
Value
$495.7K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of ORLY by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025346$495.7K<0.1%−65−15.8%ReducedHolders
Q4 2024411$487.4K<0.1%−112−21.4%ReducedHolders
Q3 2024523$602.3K<0.1%−5,741−91.7%ReducedHolders
Q2 20246,264$6.61M0.5%−2,216−26.1%ReducedHolders
Q1 20248,480$9.57M0.9%+135+1.6%AddedHolders
Q4 20238,345$7.93M0.8%+163+2.0%AddedHolders
Q3 20238,182$7.44M0.8%+38+0.5%AddedHolders
Q2 20238,144$7.78M0.7%−304−3.6%ReducedHolders
Q1 20238,448$7.17M0.7%−58−0.7%ReducedHolders
Q4 20228,506$7.18M0.8%−1,867−18.0%ReducedHolders
Q3 202210,373$7.30M0.9%−22−0.2%ReducedHolders
Q2 202210,395$6.57M1.0%−432−4.0%ReducedHolders
Q1 202210,827$7.42M0.8%+9,478+702.6%AddedHolders
Q4 20211,349$953.0K0.1%+4+0.3%AddedHolders
Q3 20211,345$822.0K0.1%−34−2.5%ReducedHolders
Q2 20211,379$781.0K0.1%−259−15.8%ReducedHolders
Q1 20211,638$831.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.