OWP
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ORG Wealth Partners’s Realty Income O Stock Holding History

ORG Wealth Partners’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$438K Buy
7,576
+427
+6% +$24.7K 0.1% 129
2025
Q1 		$409K Buy
7,149
+1,379
+24% +$78.8K 0.13% 138
2024
Q4 		$308K Buy
+5,770
New +$308K 0.1% 98