Berry Wealth Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
42,289
-968
| -2% | -$55.8K | 1.7% | 18 |
|
|
2025
Q1 | $2.51M | Sell |
43,257
-2,148
| -5% | -$125K | 1.96% | 17 |
|
|
2024
Q4 | $2.43M | Buy |
45,405
+4,745
| +12% | +$253K | 1.75% | 18 |
|
|
2024
Q3 | $2.58M | Buy |
+40,660
| New | +$2.58M | 1.85% | 18 |
|
|
2024
Q2 | – | Sell |
-3,714
| Closed | -$201K | – | 87 |
|
|
2024
Q1 | $201K | Buy |
+3,714
| New | +$201K | 0.17% | 81 |
|