Moss Adams Wealth Advisors’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	$286K	Buy	4,964 +952	+24%	+$54.8K	0.03%	199
2025 Q1	$233K	Buy	+4,012	New	+$233K	0.02%	186
2024 Q4	–	Sell	-3,433	Closed	-$218K	–	218
2024 Q3	$218K	Buy	+3,433	New	+$218K	0.02%	182