Meridian 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 | $314K | Sell |
5,443
-137
| -2% | -$7.89K | 0.01% | 551 |
|
|
2025
Q1 | $324K | Buy |
5,580
+142
| +3% | +$8.24K | 0.02% | 508 |
|
|
2024
Q4 | $290K | Buy |
5,438
+96
| +2% | +$5.13K | 0.01% | 523 |
|
|
2024
Q3 | $339K | Buy |
+5,342
| New | +$339K | 0.02% | 490 |
|
|
2024
Q1 | – | Sell |
-5,918
| Closed | -$340K | – | 399 |
|
|
2023
Q4 | $340K | Sell |
5,918
-4,872
| -45% | -$280K | 0.02% | 471 |
|
|
2023
Q3 | $539K | Buy |
10,790
+5,540
| +106% | +$277K | 0.03% | 349 |
|
|
2023
Q2 | $314K | Buy |
5,250
+513
| +11% | +$30.7K | 0.03% | 425 |
|
|
2023
Q1 | $300K | Sell |
4,737
-17
| -0.4% | -$1.08K | 0.03% | 424 |
|
|
2022
Q4 | $302K | Buy |
4,754
+56
| +1% | +$3.55K | 0.03% | 412 |
|
|
2022
Q3 | $273K | Sell |
4,698
-1,043
| -18% | -$60.6K | 0.03% | 384 |
|
|
2022
Q2 | $392K | Buy |
5,741
+2,215
| +63% | +$151K | 0.03% | 396 |
|
|
2022
Q1 | $244K | Buy |
+3,526
| New | +$244K | 0.03% | 346 |
|
|
2019
Q3 | – | Sell |
-1,736
| Closed | -$1.16K | – | 387 |
|
|
2019
Q2 | $1.16K | Buy |
+1,736
| New | +$1.16K | 0.05% | 263 |
|