Mitchell McLeod Pugh & Williams’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 | $680K | Sell |
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|
2025
Q2 | $693K | Hold |
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|
2025
Q1 | $698K | Buy |
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|
2024
Q4 | $598K | Buy |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $404K | Hold |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $561K | Hold |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $513K | Hold |
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|
2021
Q1 | $488K | Hold |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $467K | Hold |
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|
2020
Q2 | $457K | Sell |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $574K | Hold |
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|
2019
Q3 | $598K | Sell |
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|
2019
Q2 | $538K | Hold |
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|
2019
Q1 | $574K | Buy |
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|
2018
Q4 | $489K | Buy |
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|
2018
Q3 | $418K | Sell |
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|
2018
Q2 | $417K | Hold |
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|
2018
Q1 | $401K | Hold |
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|
2017
Q4 | $442K | Hold |
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|
2017
Q3 | $444K | Hold |
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|
2017
Q2 | $428K | Hold |
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|
2017
Q1 | $462K | Buy |
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|
2016
Q4 | $435K | Buy |
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|
2016
Q3 | $480K | Hold |
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|
2016
Q2 | $498K | Buy |
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|
2016
Q1 | $420K | Hold |
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|
2015
Q4 | $347K | Hold |
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|
2015
Q3 | $319K | Sell |
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|
2015
Q2 | $303K | Hold |
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|
2015
Q1 | $352K | Hold |
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|
2014
Q4 | $325K | Buy |
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