WCM Investment Management’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 | – | Sell |
-73,666
| Closed | -$4.17M | – | 267 |
|
|
2025
Q1 | $4.17M | Sell |
73,666
-1,307
| -2% | -$74K | 0.01% | 184 |
|
|
2024
Q4 | $3.95M | Buy |
74,973
+54,612
| +268% | +$2.88M | 0.01% | 195 |
|
|
2024
Q3 | $1.28M | Buy |
20,361
+14,798
| +266% | +$928K | ﹤0.01% | 239 |
|
|
2024
Q2 | $292K | Buy |
+5,563
| New | +$292K | ﹤0.01% | 255 |
|
|
2015
Q3 | – | Sell |
-5,387
| Closed | -$232K | – | 114 |
|
|
2015
Q2 | $232K | Buy |
5,387
+26
| +0.5% | +$1.12K | 0.01% | 113 |
|
|
2015
Q1 | $268K | Buy |
+5,361
| New | +$268K | 0.01% | 139 |
|