Panoramic Investment Advisors’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
$346K Buy
2025
Q2
$325K Sell
2025
Q1
$344K Sell
2024
Q4
$325K Sell
2024
Q3
$424K Buy
2024
Q1
$354K Buy
2023
Q4
$371K Buy
2023
Q3
$318K Buy
2022
Q4
$392K Buy