Icon Wealth Advisors’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 | $706K | Sell |
12,257
-9,511
| -44% | -$548K | 0.05% | 211 |
|
|
2025
Q1 | $1.26M | Sell |
21,768
-14,220
| -40% | -$825K | 0.1% | 138 |
|
|
2024
Q4 | $1.92M | Sell |
35,988
-182
| -0.5% | -$9.72K | 0.16% | 99 |
|
|
2024
Q3 | $2.29M | Sell |
36,170
-347
| -1% | -$22K | 0.19% | 87 |
|
|
2024
Q2 | $2.1M | Sell |
36,517
-1,300
| -3% | -$74.7K | 0.19% | 89 |
|
|
2024
Q1 | $2.05M | Sell |
37,817
-1,921
| -5% | -$104K | 0.19% | 97 |
|
|
2023
Q4 | $2.28M | Buy |
+39,738
| New | +$2.28M | 0.24% | 85 |
|
|
2022
Q4 | $3.9M | Hold |
61,541
| – | – | 0.45% | 60 |
|
|
2022
Q3 | $3.58M | Buy |
+61,541
| New | +$3.58M | 0.43% | 56 |
|