WealthPlan Investment Management’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 | $8.95M | Sell |
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|
2025
Q2 | $8.6M | Buy |
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|
2025
Q1 | $8.06M | Buy |
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|
2024
Q4 | $6.92M | Sell |
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|
2024
Q3 | $8.25M | Buy |
|
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|
2024
Q2 | $6.67M | Sell |
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|
2024
Q1 | $6.96M | Buy |
|
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|
2023
Q4 | $6.37M | Sell |
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|
2023
Q3 | $8.8M | Buy |
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|
2023
Q2 | $5.49M | Sell |
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|
2023
Q1 | $11M | Sell |
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|
2022
Q4 | $20.8M | Buy |
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|
2022
Q3 | $19.6M | Buy |
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|
2022
Q1 | $19.1M | Buy |
|