Laird Norton Wetherby Wealth Management’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 | $950K | Buy |
+16,496
| New | +$950K | 0.04% | 375 |
|
|
2024
Q4 | $802K | Buy |
15,013
+2,850
| +23% | +$152K | 0.04% | 391 |
|
|
2024
Q3 | $771K | Sell |
12,163
-250
| -2% | -$15.9K | 0.04% | 425 |
|
|
2024
Q2 | $656K | Sell |
12,413
-438
| -3% | -$23.1K | 0.03% | 465 |
|
|
2024
Q1 | $695K | Buy |
12,851
+244
| +2% | +$13.2K | 0.03% | 457 |
|
|
2023
Q4 | $724K | Buy |
12,607
+1,752
| +16% | +$101K | 0.04% | 426 |
|
|
2023
Q3 | $542K | Sell |
10,855
-163
| -1% | -$8.14K | 0.03% | 495 |
|
|
2023
Q2 | $659K | Sell |
11,018
-1,028
| -9% | -$61.5K | 0.04% | 453 |
|
|
2023
Q1 | $763K | Buy |
12,046
+2,447
| +25% | +$155K | 0.04% | 398 |
|
|
2022
Q4 | $609K | Buy |
9,599
+1,526
| +19% | +$96.8K | 0.04% | 457 |
|
|
2022
Q3 | $470K | Sell |
8,073
-268
| -3% | -$15.6K | 0.03% | 517 |
|
|
2022
Q2 | $569K | Buy |
8,341
+2,765
| +50% | +$189K | 0.04% | 461 |
|
|
2022
Q1 | $386K | Buy |
5,576
+94
| +2% | +$6.51K | 0.02% | 600 |
|
|
2021
Q4 | $392K | Buy |
5,482
+1,722
| +46% | +$123K | 0.02% | 613 |
|
|
2021
Q3 | $236K | Buy |
3,760
+163
| +5% | +$10.2K | 0.01% | 782 |
|
|
2021
Q2 | $233K | Sell |
3,597
-18
| -0.5% | -$1.17K | 0.01% | 795 |
|
|
2021
Q1 | $222K | Buy |
3,615
+130
| +4% | +$7.98K | 0.02% | 712 |
|
|
2020
Q4 | $210K | Sell |
3,485
-82
| -2% | -$4.94K | 0.01% | 792 |
|
|
2020
Q3 | $210K | Buy |
+3,567
| New | +$210K | 0.02% | 633 |
|