Modern 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 | $1.12M | Buy |
19,404
+3,295
| +20% | +$190K | 0.03% | 348 |
|
|
2025
Q1 | $934K | Buy |
16,109
+580
| +4% | +$33.6K | 0.03% | 312 |
|
|
2024
Q4 | $829K | Buy |
15,529
+2,263
| +17% | +$121K | 0.03% | 283 |
|
|
2024
Q3 | $841K | Sell |
13,266
-14
| -0.1% | -$888 | 0.05% | 182 |
|
|
2024
Q2 | $701K | Buy |
13,280
+1,879
| +16% | +$99.3K | 0.05% | 171 |
|
|
2024
Q1 | $617K | Buy |
11,401
+1,550
| +16% | +$83.9K | 0.06% | 153 |
|
|
2023
Q4 | $566K | Buy |
+9,851
| New | +$566K | 0.07% | 87 |
|