Nicholson Wealth Management Group’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	$1.66M	Buy	28,752 +228	+0.8%	+$13.1K	1.02%	39
2025 Q1	$1.65M	Buy	28,524 +375	+1%	+$21.8K	1.09%	33
2024 Q4	$1.5M	Buy	28,149 +16,476	+141%	+$880K	1%	44
2024 Q3	$740K	Buy	+11,673	New	+$740K	0.61%	60