HighMark Wealth Management’s Realty Income O Stock Holding History

HighMark Wealth Management’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$112K	Buy
2025 Q2	$56.6K	Buy
2025 Q1	$6.35K	Buy
2024 Q4	$5.76K	Buy
2024 Q3	$6.75K	Sell
2024 Q2	$10.6K	Buy
2024 Q1	$3.09K	Sell
2023 Q4	$6.09K	Buy
2023 Q3	$5.22K	Buy