Brown Miller 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 | $2.33M | Buy |
|
|||||
|
2025
Q2 | $2.13M | Buy |
|
|||||
|
2025
Q1 | $2.02M | Buy |
|
|||||
|
2024
Q4 | $1.83M | Buy |
|
|||||
|
2024
Q3 | $2.09M | Buy |
|
|||||
|
2024
Q2 | $1.72M | Buy |
|
|||||
|
2024
Q1 | $1.74M | Buy |
|
|||||
|
2023
Q4 | $495K | Buy |
|
|||||
|
2023
Q3 | $427K | Buy |
|
|||||
|
2023
Q2 | $500K | Buy |
|
|||||
|
2023
Q1 | $205K | Hold |
|
|||||
|
2022
Q4 | $206K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $221K | Hold |
|
|||||
|
2022
Q1 | $225K | Sell |
|
|||||
|
2021
Q4 | $236K | Sell |
|
|||||
|
2021
Q3 | $210K | Hold |
|
|||||
|
2021
Q2 | $216K | Hold |
|
|||||
|
2021
Q1 | $206K | Hold |
|
|||||
|
2020
Q4 | $201K | Buy |
|