Annis Gardner Whiting Capital Advisors’s Realty Income O Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$157K	Sell
2025 Q2	$177K	Buy
2025 Q1	$148K	Buy
2024 Q4	$75.4K	Sell
2024 Q3	$89.9K	Sell
2024 Q2	$109K	Buy
2024 Q1	$102K	Buy
2023 Q4	$84K	Buy
2023 Q3	$17.6K	Buy