Private Wealth Management Group’s Realty Income O Stock Holding History

Private Wealth Management Group’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
2025 Q3	$42.1K	Hold
2025 Q2	$39.9K	Buy
2025 Q1	$39.1K	Buy
2024 Q4	$28K	Sell
2024 Q3	$35.2K	Hold
2024 Q2	$29.3K	Hold
2024 Q1	$30K	Hold
2023 Q4	$31.9K	Buy