Meridian 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 | $331K | Sell |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $539K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.16K | Buy |
|