Bartlett & Co Wealth Management’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 | $120K | Buy |
|
|||||
|
2025
Q2 | $88K | Sell |
|
|||||
|
2025
Q1 | $116K | Sell |
|
|||||
|
2024
Q4 | $158K | Buy |
|
|||||
|
2024
Q3 | $159K | Sell |
|
|||||
|
2024
Q2 | $135K | Buy |
|
|||||
|
2024
Q1 | $114K | Buy |
|
|||||
|
2023
Q4 | $111K | Buy |
|
|||||
|
2023
Q3 | $82.9K | Buy |
|
|||||
|
2023
Q2 | $96.1K | Sell |
|
|||||
|
2023
Q1 | $140K | Sell |
|
|||||
|
2022
Q4 | $146K | Buy |
|
|||||
|
2022
Q3 | $133K | Buy |
|
|||||
|
2022
Q2 | $156K | Buy |
|
|||||
|
2022
Q1 | $158K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $195K | Buy |
|
|||||
|
2021
Q2 | $151K | Buy |
|
|||||
|
2021
Q1 | $143K | Sell |
|
|||||
|
2020
Q4 | $143K | Buy |
|
|||||
|
2020
Q3 | $136K | Buy |
|
|||||
|
2020
Q2 | $133K | Sell |
|
|||||
|
2020
Q1 | $421K | Sell |
|
|||||
|
2019
Q4 | $636K | Sell |
|
|||||
|
2019
Q3 | $790K | Buy |
|
|||||
|
2019
Q2 | $43.1K | Buy |
|
|||||
|
2019
Q1 | $44.4K | Buy |
|
|||||
|
2018
Q4 | $37.7K | Buy |
|
|||||
|
2018
Q3 | $33.8K | Buy |
|
|||||
|
2018
Q2 | $31.5K | Buy |
|
|||||
|
2018
Q1 | $30.1K | Buy |
|