Valley Wealth Managers’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 | $4.06M | Buy |
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|
2025
Q2 | $3.73M | Buy |
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|
2025
Q1 | $3.72M | Buy |
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|
2024
Q4 | $3.3M | Sell |
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|
2024
Q3 | $4.37M | Sell |
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|
2024
Q2 | $3.7M | Sell |
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|
2024
Q1 | $3.83M | Sell |
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|
2023
Q4 | $4.39M | Buy |
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|
2023
Q3 | $3.57M | Buy |
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|
2023
Q2 | $4.17M | Sell |
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|
2023
Q1 | $4.56M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.26M | Buy |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $1M | Buy |
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|
2014
Q1 | $881K | Buy |
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|
2013
Q4 | $757K | Buy |
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|
2013
Q3 | $663K | Buy |
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|
2013
Q2 | $606K | Buy |
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