WealthPlan 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 | $8.6M | Buy |
149,322
+10,388
| +7% | +$598K | 0.63% | 59 |
|
|
2025
Q1 | $8.06M | Buy |
138,934
+9,393
| +7% | +$545K | 0.79% | 45 |
|
|
2024
Q4 | $6.92M | Sell |
129,541
-500
| -0.4% | -$26.7K | 0.68% | 52 |
|
|
2024
Q3 | $8.25M | Buy |
130,041
+3,712
| +3% | +$235K | 0.84% | 44 |
|
|
2024
Q2 | $6.67M | Sell |
126,329
-2,294
| -2% | -$121K | 1.01% | 37 |
|
|
2024
Q1 | $6.96M | Buy |
128,623
+17,616
| +16% | +$953K | 1.06% | 38 |
|
|
2023
Q4 | $6.37M | Sell |
111,007
-65,221
| -37% | -$3.74M | 1.02% | 43 |
|
|
2023
Q3 | $8.8M | Buy |
176,228
+84,489
| +92% | +$4.22M | 1.56% | 20 |
|
|
2023
Q2 | $5.49M | Sell |
91,739
-82,455
| -47% | -$4.93M | 1.64% | 12 |
|
|
2023
Q1 | $11M | Sell |
174,194
-135,092
| -44% | -$8.55M | 1.9% | 7 |
|
|
2022
Q4 | $20.8M | Buy |
309,286
+1,241
| +0.4% | +$83.3K | 1.45% | 11 |
|
|
2022
Q3 | $19.6M | Buy |
+308,045
| New | +$19.6M | 1.43% | 16 |
|
|
2022
Q1 | $19.1M | Buy |
+275,802
| New | +$19.1M | 1.33% | 12 |
|