Valley Wealth Managers’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 | $3.73M | Buy |
64,791
+618
| +1% | +$35.6K | 0.27% | 89 |
|
|
2025
Q1 | $3.72M | Buy |
64,173
+2,446
| +4% | +$142K | 0.28% | 85 |
|
|
2024
Q4 | $3.3M | Sell |
61,727
-7,205
| -10% | -$385K | 0.25% | 91 |
|
|
2024
Q3 | $4.37M | Sell |
68,932
-1,117
| -2% | -$70.8K | 0.32% | 73 |
|
|
2024
Q2 | $3.7M | Sell |
70,049
-699
| -1% | -$36.9K | 0.29% | 83 |
|
|
2024
Q1 | $3.83M | Sell |
70,748
-5,704
| -7% | -$309K | 0.29% | 89 |
|
|
2023
Q4 | $4.39M | Buy |
76,452
+5,055
| +7% | +$290K | 0.34% | 69 |
|
|
2023
Q3 | $3.57M | Buy |
71,397
+1,652
| +2% | +$82.5K | 0.3% | 95 |
|
|
2023
Q2 | $4.17M | Sell |
69,745
-2,342
| -3% | -$140K | 0.37% | 74 |
|
|
2023
Q1 | $4.56M | Buy |
+72,087
| New | +$4.56M | 0.42% | 63 |
|
|
2015
Q1 | – | Sell |
-27,276
| Closed | -$1.26M | – | 107 |
|
|
2014
Q4 | $1.26M | Buy |
27,276
+1,753
| +7% | +$81K | 0.23% | 60 |
|
|
2014
Q3 | $1.01M | Buy |
25,523
+2,246
| +10% | +$88.8K | 0.19% | 66 |
|
|
2014
Q2 | $1M | Buy |
23,277
+1,032
| +5% | +$44.4K | 0.19% | 66 |
|
|
2014
Q1 | $881K | Buy |
22,245
+1,326
| +6% | +$52.5K | 0.18% | 64 |
|
|
2013
Q4 | $757K | Buy |
20,919
+3,695
| +21% | +$134K | 0.16% | 67 |
|
|
2013
Q3 | $663K | Buy |
17,224
+2,312
| +16% | +$89K | 0.14% | 67 |
|
|
2013
Q2 | $606K | Buy |
+14,912
| New | +$606K | 0.14% | 71 |
|