Aspiriant LLC’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $309K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $421K | Sell |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $631K | Hold |
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|
2019
Q3 | $656K | Buy |
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|
2019
Q2 | $429K | Hold |
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|
2019
Q1 | $458K | Sell |
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|
2018
Q4 | $507K | Sell |
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|
2018
Q3 | $470K | Sell |
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|
2018
Q2 | $686K | Sell |
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|
2018
Q1 | $663K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $644K | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $3.94M | Sell |
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|
2016
Q4 | $5.16M | Buy |
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|
2016
Q3 | $6M | Sell |
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|
2016
Q2 | $4.29M | Sell |
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|
2016
Q1 | $6.12M | Buy |
|