KMWM
Keudell/Morrison Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Buy |
16,752
+1,252
| +8% | +$72.1K | 0.21% | 70 |
|
|
2025
Q1 | $899K | Buy |
15,500
+1,426
| +10% | +$82.7K | 0.21% | 71 |
|
|
2024
Q4 | $752K | Buy |
14,074
+2,120
| +18% | +$113K | 0.2% | 82 |
|
|
2024
Q3 | $758K | Buy |
11,954
+428
| +4% | +$27.1K | 0.21% | 85 |
|
|
2024
Q2 | $609K | Buy |
11,526
+3,023
| +36% | +$160K | 0.18% | 97 |
|
|
2024
Q1 | $460K | Buy |
8,503
+3,734
| +78% | +$202K | 0.14% | 119 |
|
|
2023
Q4 | $274K | Buy |
+4,769
| New | +$274K | 0.09% | 160 |
|
|
2020
Q1 | – | Sell |
-2,898
| Closed | -$213K | – | 149 |
|
|
2019
Q4 | $213K | Sell |
2,898
-11
| -0.4% | -$808 | 0.15% | 140 |
|
|
2019
Q3 | $223K | Buy |
2,909
+1
| +0% | +$77 | 0.18% | 133 |
|
|
2019
Q2 | $207K | Sell |
2,908
-99
| -3% | -$7.05K | 0.18% | 131 |
|
|
2019
Q1 | $221K | Buy |
+3,007
| New | +$221K | 0.19% | 121 |
|