Wedmont Private Capital’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
$276K Buy
4,853
+12
+0.2% +$683 0.01% 603
2025
Q1
$267K Buy
4,841
+503
+12% +$27.8K 0.01% 548
2024
Q4
$224K Sell
4,338
-31
-0.7% -$1.6K 0.01% 630
2024
Q3
$269K Buy
4,369
+464
+12% +$28.6K 0.02% 542
2024
Q2
$218K Buy
+3,905
New +$218K 0.01% 591