Beverly Hills Private Wealth’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 | $256K | Buy |
4,445
+2
| +0% | +$115 | 0.05% | 295 |
|
|
2025
Q1 | $258K | Sell |
4,443
-45
| -1% | -$2.61K | 0.05% | 294 |
|
|
2024
Q4 | $240K | Sell |
4,488
-605
| -12% | -$32.3K | 0.05% | 297 |
|
|
2024
Q3 | $323K | Sell |
5,093
-742
| -13% | -$47.1K | 0.07% | 259 |
|
|
2024
Q2 | $308K | Buy |
5,835
+345
| +6% | +$18.2K | 0.07% | 268 |
|
|
2024
Q1 | $297K | Buy |
+5,490
| New | +$297K | 0.07% | 281 |
|
|
2023
Q4 | – | Sell |
-5,618
| Closed | -$281K | – | 344 |
|
|
2023
Q3 | $281K | Sell |
5,618
-5,067
| -47% | -$253K | 0.08% | 235 |
|
|
2023
Q2 | $633K | Buy |
10,685
+5,176
| +94% | +$307K | 0.1% | 207 |
|
|
2023
Q1 | $349K | Buy |
5,509
+588
| +12% | +$37.2K | 0.11% | 205 |
|
|
2022
Q4 | $312K | Buy |
+4,921
| New | +$312K | 0.14% | 172 |
|