Goepper Burkhardt’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 | $2.31M | Buy |
40,075
+3,876
| +11% | +$223K | 0.85% | 23 |
|
|
2025
Q1 | $2.1M | Sell |
36,199
-566
| -2% | -$32.8K | 0.84% | 23 |
|
|
2024
Q4 | $1.96M | Buy |
36,765
+288
| +0.8% | +$15.4K | 0.8% | 21 |
|
|
2024
Q3 | $2.31M | Buy |
36,477
+6,321
| +21% | +$401K | 0.95% | 22 |
|
|
2024
Q2 | $1.59M | Buy |
30,156
+1,224
| +4% | +$64.7K | 0.72% | 24 |
|
|
2024
Q1 | $1.59M | Buy |
28,932
+6,838
| +31% | +$376K | 0.74% | 24 |
|
|
2023
Q4 | $1.17M | Buy |
+22,094
| New | +$1.17M | 0.58% | 25 |
|