Mattern 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 | $234K | Hold |
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|
2025
Q2 | $222K | Buy |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $248K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $230K | Buy |
|