Forvis Mazars Wealth Advisors’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 | $333K | Sell |
|
|||||
|
2025
Q2 | $323K | Buy |
|
|||||
|
2025
Q1 | $312K | Sell |
|
|||||
|
2024
Q4 | $297K | Sell |
|
|||||
|
2024
Q3 | $359K | Buy |
|
|||||
|
2024
Q2 | $299K | Buy |
|
|||||
|
2024
Q1 | $304K | Buy |
|
|||||
|
2023
Q4 | $285K | Sell |
|
|||||
|
2023
Q3 | $267K | Sell |
|
|||||
|
2023
Q2 | $321K | Buy |
|
|||||
|
2023
Q1 | $339K | Buy |
|
|||||
|
2022
Q4 | $317K | Buy |
|
|||||
|
2022
Q3 | $288K | Sell |
|
|||||
|
2022
Q2 | $406K | Buy |
|
|||||
|
2022
Q1 | $273K | Buy |
|
|||||
|
2021
Q4 | $282K | Sell |
|
|||||
|
2021
Q3 | $253K | Buy |
|