Global Wealth Management Investment Advisory’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 | $890K | Buy |
15,457
+2,001
| +15% | +$115K | 0.17% | 105 |
|
|
2025
Q1 | $781K | Buy |
13,456
+2,302
| +21% | +$134K | 0.16% | 106 |
|
|
2024
Q4 | $596K | Buy |
11,154
+1,263
| +13% | +$67.5K | 0.12% | 112 |
|
|
2024
Q3 | $627K | Buy |
9,891
+576
| +6% | +$36.5K | 0.14% | 108 |
|
|
2024
Q2 | $492K | Buy |
9,315
+561
| +6% | +$29.6K | 0.11% | 111 |
|
|
2024
Q1 | $474K | Buy |
8,754
+144
| +2% | +$7.79K | 0.12% | 114 |
|
|
2023
Q4 | $494K | Sell |
8,610
-423
| -5% | -$24.3K | 0.13% | 113 |
|
|
2023
Q3 | $451K | Buy |
9,033
+1,017
| +13% | +$50.8K | 0.13% | 113 |
|
|
2023
Q2 | $479K | Buy |
8,016
+572
| +8% | +$34.2K | 0.13% | 114 |
|
|
2023
Q1 | $471K | Buy |
7,444
+462
| +7% | +$29.3K | 0.14% | 107 |
|
|
2022
Q4 | $443K | Buy |
6,982
+1,919
| +38% | +$122K | 0.14% | 106 |
|
|
2022
Q3 | $295K | Buy |
5,063
+501
| +11% | +$29.2K | 0.11% | 120 |
|
|
2022
Q2 | $311K | Buy |
4,562
+575
| +14% | +$39.2K | 0.1% | 121 |
|
|
2022
Q1 | $276K | Buy |
3,987
+615
| +18% | +$42.6K | 0.08% | 132 |
|
|
2021
Q4 | $241K | Buy |
3,372
+528
| +19% | +$37.7K | 0.07% | 134 |
|
|
2021
Q3 | $179K | Buy |
2,844
+559
| +24% | +$35.2K | 0.06% | 142 |
|
|
2021
Q2 | $148K | Buy |
2,285
+455
| +25% | +$29.5K | 0.05% | 148 |
|
|
2021
Q1 | $113K | Sell |
1,830
-27,789
| -94% | -$1.72M | 0.04% | 150 |
|
|
2020
Q4 | $1.78M | Buy |
29,619
+975
| +3% | +$58.7K | 0.69% | 53 |
|
|
2020
Q3 | $1.69M | Sell |
28,644
-6,337
| -18% | -$373K | 0.73% | 48 |
|
|
2020
Q2 | $2.02M | Buy |
34,981
+811
| +2% | +$46.8K | 0.86% | 39 |
|
|
2020
Q1 | $1.65M | Buy |
34,170
+5,156
| +18% | +$249K | 0.83% | 45 |
|
|
2019
Q4 | $2.07M | Buy |
29,014
+2,420
| +9% | +$173K | 0.88% | 41 |
|
|
2019
Q3 | $1.98M | Buy |
26,594
+2,256
| +9% | +$168K | 0.9% | 40 |
|
|
2019
Q2 | $1.63M | Buy |
24,338
+8,701
| +56% | +$582K | 0.79% | 52 |
|
|
2019
Q1 | $1.12M | Buy |
15,637
+1,069
| +7% | +$76.2K | 0.58% | 60 |
|
|
2018
Q4 | $890K | Buy |
+14,568
| New | +$890K | 0.52% | 64 |
|