Pinnacle Wealth Planning Services’s Realty Income O Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio O Stock Details O Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Sell
2025 Q4	$254K	Sell
2025 Q3	$310K	Buy
2025 Q2	$228K	Buy
2025 Q1	$215K	Buy
2022 Q4	–	Sell
2022 Q3	$237K	Sell
2022 Q2	$279K	Buy
2022 Q1	$253K	Buy
2021 Q1	–	Sell
2020 Q4	$40K	Buy