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Asset Planning Inc’s Realty Income O Stock Holding History

Asset Planning Inc’s Portfolio O Stock Details O Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.16M Buy
37,576
+421
+1% +$24.3K 1.63% 15
2025
Q1 		$2.16M Buy
37,155
+729
+2% +$42.3K 1.69% 12
2024
Q4 		$1.95M Buy
+36,426
New +$1.95M 1.48% 14