Waverly Advisors’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 | $2.17M | Buy |
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|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $34K | Sell |
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|
2015
Q1 | $52K | Sell |
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|
2014
Q4 | $53K | Buy |
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|
2014
Q3 | $45K | Sell |
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|
2014
Q2 | $56K | Sell |
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|
2014
Q1 | $81K | Sell |
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|
2013
Q4 | $93K | Hold |
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|
2013
Q3 | $99K | Buy |
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