Laird Norton Wetherby Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $920K | Sell |
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|
2025
Q2 | $950K | Buy |
|
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|
2024
Q4 | $802K | Buy |
|
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|
2024
Q3 | $771K | Sell |
|
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|
2024
Q2 | $656K | Sell |
|
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|
2024
Q1 | $695K | Buy |
|
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|
2023
Q4 | $724K | Buy |
|
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|
2023
Q3 | $542K | Sell |
|
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|
2023
Q2 | $659K | Sell |
|
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|
2023
Q1 | $763K | Buy |
|
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|
2022
Q4 | $609K | Buy |
|
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|
2022
Q3 | $470K | Sell |
|
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|
2022
Q2 | $569K | Buy |
|
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|
2022
Q1 | $386K | Buy |
|
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|
2021
Q4 | $392K | Buy |
|
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|
2021
Q3 | $236K | Buy |
|
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|
2021
Q2 | $233K | Sell |
|
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $210K | Buy |
|