WMA
Wealth Management Associates’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
4,890
+200
| +4% | +$11.5K | 0.11% | 171 |
|
|
2025
Q1 | $272K | Buy |
4,690
+60
| +1% | +$3.48K | 0.12% | 170 |
|
|
2024
Q4 | $247K | Buy |
4,630
+954
| +26% | +$51K | 0.11% | 177 |
|
|
2024
Q3 | $233K | Buy |
+3,676
| New | +$233K | 0.1% | 183 |
|
|
2023
Q2 | – | Sell |
-3,517
| Closed | -$223K | – | 199 |
|
|
2023
Q1 | $223K | Hold |
3,517
| – | – | 0.14% | 170 |
|
|
2022
Q4 | $223K | Hold |
3,517
| – | – | 0.15% | 163 |
|
|
2022
Q3 | $205K | Hold |
3,517
| – | – | 0.14% | 162 |
|
|
2022
Q2 | $240K | Buy |
3,517
+65
| +2% | +$4.44K | 0.16% | 150 |
|
|
2022
Q1 | $239K | Buy |
3,452
+95
| +3% | +$6.58K | 0.14% | 171 |
|
|
2021
Q4 | $240K | Buy |
3,357
+30
| +0.9% | +$2.15K | 0.13% | 171 |
|
|
2021
Q3 | $216K | Buy |
3,327
+110
| +3% | +$7.14K | 0.13% | 178 |
|
|
2021
Q2 | $215K | Buy |
+3,217
| New | +$215K | 0.12% | 185 |
|
|
2019
Q2 | – | Sell |
-4,372
| Closed | -$322K | – | 102 |
|
|
2019
Q1 | $322K | Hold |
4,372
| – | – | 0.35% | 66 |
|
|
2018
Q4 | $276K | Buy |
+4,372
| New | +$276K | 0.37% | 60 |
|