FVWA
Foster Victor Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
121,337
+4,550
| +4% | +$259K | 0.47% | 87 |
|
|
2025
Q1 | $6.45M | Buy |
116,787
+6,689
| +6% | +$369K | 0.52% | 79 |
|
|
2024
Q4 | $6.01M | Buy |
110,098
+7,177
| +7% | +$392K | 0.46% | 87 |
|
|
2024
Q3 | $6.36M | Buy |
102,921
+2,960
| +3% | +$183K | 0.51% | 81 |
|
|
2024
Q2 | $5.63M | Sell |
99,961
-211,278
| -68% | -$11.9M | 0.47% | 84 |
|
|
2024
Q1 | $16.3M | Buy |
311,239
+24,132
| +8% | +$1.26M | 1.48% | 19 |
|
|
2023
Q4 | $17.1M | Buy |
287,107
+19,194
| +7% | +$1.14M | 1.75% | 12 |
|
|
2023
Q3 | $13.4M | Buy |
267,913
+29,910
| +13% | +$1.5M | 1.56% | 19 |
|
|
2023
Q2 | $14.4M | Buy |
238,003
+19,394
| +9% | +$1.18M | 1.6% | 22 |
|
|
2023
Q1 | $13.7M | Buy |
218,609
+12,244
| +6% | +$769K | 1.67% | 18 |
|
|
2022
Q4 | $13.2M | Buy |
206,365
+18,746
| +10% | +$1.2M | 1.68% | 13 |
|
|
2022
Q3 | $11M | Buy |
187,619
+13,448
| +8% | +$787K | 1.6% | 21 |
|
|
2022
Q2 | $12.1M | Buy |
174,171
+17,093
| +11% | +$1.19M | 1.8% | 10 |
|
|
2022
Q1 | $11.3M | Buy |
157,078
+24,683
| +19% | +$1.77M | 1.54% | 21 |
|
|
2021
Q4 | $9.52M | Buy |
132,395
+9,982
| +8% | +$717K | 1.3% | 27 |
|
|
2021
Q3 | $7.94M | Buy |
122,413
+4,976
| +4% | +$323K | 1.27% | 31 |
|
|
2021
Q2 | $7.84M | Buy |
117,437
+12,609
| +12% | +$842K | 1.31% | 31 |
|
|
2021
Q1 | $6.92M | Buy |
104,828
+15,727
| +18% | +$1.04M | 1.29% | 29 |
|
|
2020
Q4 | $5.54M | Buy |
89,101
+6,560
| +8% | +$408K | 1.26% | 30 |
|
|
2020
Q3 | $5.01M | Buy |
82,541
+788
| +1% | +$47.9K | 1.36% | 25 |
|
|
2020
Q2 | $4.86M | Buy |
81,753
+4,259
| +5% | +$253K | 1.61% | 21 |
|
|
2020
Q1 | $3.86M | Buy |
77,494
+31,827
| +70% | +$1.59M | 1.7% | 14 |
|
|
2019
Q4 | $3.4M | Buy |
45,667
+10,070
| +28% | +$750K | 1.47% | 16 |
|
|
2019
Q3 | $2.77M | Buy |
35,597
+17,729
| +99% | +$1.38M | 1.54% | 11 |
|
|
2019
Q2 | $1.25M | Buy |
17,868
+1,416
| +9% | +$99.3K | 0.92% | 15 |
|
|
2019
Q1 | $1.21M | Buy |
16,452
+594
| +4% | +$43.7K | 0.94% | 12 |
|
|
2018
Q4 | $1M | Buy |
+15,858
| New | +$1M | 0.94% | 8 |
|