Wealth Management Associates’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 | $297K | Hold |
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|
2025
Q2 | $282K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $322K | Hold |
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|
2018
Q4 | $276K | Buy |
|