Bank Julius Baer & Co’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $108K | Hold |
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|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | $95K | Sell |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $110K | Sell |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $724K | Sell |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $880K | Buy |
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|
2021
Q3 | $464K | Sell |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $429K | Buy |
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|
2020
Q2 | $415K | Buy |
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|
2020
Q1 | $124K | Buy |
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