Premier Path Wealth Partners’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 | $336K | Sell |
5,835
-745
| -11% | -$42.9K | 0.05% | 309 |
|
|
2025
Q1 | $382K | Buy |
6,580
+1,158
| +21% | +$67.2K | 0.06% | 268 |
|
|
2024
Q4 | $290K | Buy |
5,422
+163
| +3% | +$8.71K | 0.04% | 310 |
|
|
2024
Q3 | $334K | Buy |
5,259
+475
| +10% | +$30.1K | 0.05% | 285 |
|
|
2024
Q2 | $253K | Buy |
4,784
+677
| +16% | +$35.8K | 0.04% | 321 |
|
|
2024
Q1 | $222K | Sell |
4,107
-125
| -3% | -$6.76K | 0.04% | 317 |
|
|
2023
Q4 | $243K | Buy |
+4,232
| New | +$243K | 0.05% | 290 |
|