PFW Advisors’s Realty Income O Stock Holding History

PFW Advisors’s Portfolio O Stock Details O Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$803K	Sell
2025 Q2	$763K	Sell
2025 Q1	$789K	Buy
2024 Q4	$683K	Buy
2024 Q2	$699K	Sell
2024 Q1	$726K	Sell
2023 Q4	$773K	Sell
2023 Q3	$739K	Buy
2023 Q2	$724K	Buy
2019 Q3	$836K	Buy