Brown Miller Wealth Management’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 | $2.13M | Buy |
37,067
+2,022
| +6% | +$116K | 0.66% | 40 |
|
|
2025
Q1 | $2.02M | Buy |
35,045
+736
| +2% | +$42.5K | 0.7% | 41 |
|
|
2024
Q4 | $1.83M | Buy |
34,309
+1,208
| +4% | +$64.5K | 0.7% | 42 |
|
|
2024
Q3 | $2.09M | Buy |
33,101
+475
| +1% | +$30K | 0.81% | 40 |
|
|
2024
Q2 | $1.72M | Buy |
32,626
+522
| +2% | +$27.6K | 0.72% | 43 |
|
|
2024
Q1 | $1.74M | Buy |
32,104
+23,485
| +272% | +$1.27M | 0.77% | 41 |
|
|
2023
Q4 | $495K | Buy |
8,619
+69
| +0.8% | +$3.96K | 0.25% | 79 |
|
|
2023
Q3 | $427K | Buy |
8,550
+194
| +2% | +$9.69K | 0.24% | 79 |
|
|
2023
Q2 | $500K | Buy |
8,356
+5,115
| +158% | +$306K | 0.27% | 69 |
|
|
2023
Q1 | $205K | Hold |
3,241
| – | – | 0.12% | 113 |
|
|
2022
Q4 | $206K | Buy |
+3,241
| New | +$206K | 0.13% | 117 |
|
|
2022
Q3 | – | Sell |
-3,241
| Closed | -$221K | – | 119 |
|
|
2022
Q2 | $221K | Hold |
3,241
| – | – | 0.15% | 105 |
|
|
2022
Q1 | $225K | Sell |
3,241
-57
| -2% | -$3.96K | 0.13% | 109 |
|
|
2021
Q4 | $236K | Sell |
3,298
-47
| -1% | -$3.36K | 0.14% | 110 |
|
|
2021
Q3 | $210K | Hold |
3,345
| – | – | 0.13% | 115 |
|
|
2021
Q2 | $216K | Hold |
3,345
| – | – | 0.14% | 111 |
|
|
2021
Q1 | $206K | Hold |
3,345
| – | – | 0.15% | 109 |
|
|
2020
Q4 | $201K | Buy |
+3,345
| New | +$201K | 0.15% | 104 |
|