Western Wealth 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 | $254K | Buy |
4,404
+10
| +0.2% | +$576 | 0.02% | 609 |
|
|
2025
Q1 | $255K | Buy |
4,394
+553
| +14% | +$32.1K | 0.02% | 576 |
|
|
2024
Q4 | $205K | Sell |
3,841
-1,394
| -27% | -$74.5K | 0.01% | 635 |
|
|
2024
Q3 | $332K | Buy |
5,235
+47
| +0.9% | +$2.98K | 0.02% | 566 |
|
|
2024
Q2 | $274K | Sell |
5,188
-1,416
| -21% | -$74.8K | 0.02% | 525 |
|
|
2024
Q1 | $357K | Buy |
6,604
+795
| +14% | +$43K | 0.03% | 456 |
|
|
2023
Q4 | $334K | Sell |
5,809
-789
| -12% | -$45.3K | 0.02% | 528 |
|
|
2023
Q3 | $329K | Buy |
6,598
+107
| +2% | +$5.34K | 0.03% | 486 |
|
|
2023
Q2 | $388K | Sell |
6,491
-3,125
| -32% | -$187K | 0.03% | 443 |
|
|
2023
Q1 | $609K | Buy |
9,616
+3,327
| +53% | +$211K | 0.06% | 325 |
|
|
2022
Q4 | $399K | Sell |
6,289
-7,713
| -55% | -$489K | 0.04% | 392 |
|
|
2022
Q3 | $815K | Buy |
14,002
+1,430
| +11% | +$83.2K | 0.05% | 358 |
|
|
2022
Q2 | $862K | Buy |
12,572
+208
| +2% | +$14.3K | 0.05% | 337 |
|
|
2022
Q1 | $856K | Buy |
12,364
+7,299
| +144% | +$505K | 0.04% | 373 |
|
|
2021
Q4 | $365K | Buy |
+5,065
| New | +$365K | 0.04% | 406 |
|
|
2021
Q2 | $301K | Buy |
+4,651
| New | +$301K | 0.03% | 494 |
|
|
2020
Q4 | – | Sell |
-3,428
| Closed | -$202K | – | 480 |
|
|
2020
Q3 | $202K | Buy |
+3,428
| New | +$202K | 0.03% | 414 |
|
|
2020
Q1 | – | Sell |
-3,952
| Closed | -$282K | – | 405 |
|
|
2019
Q4 | $282K | Sell |
3,952
-86
| -2% | -$6.14K | 0.04% | 325 |
|
|
2019
Q3 | $302K | Buy |
4,038
+538
| +15% | +$40.2K | 0.06% | 290 |
|
|
2019
Q2 | $234K | Sell |
3,500
-343
| -9% | -$22.9K | 0.03% | 353 |
|
|
2019
Q1 | $273K | Buy |
+3,843
| New | +$273K | 0.06% | 303 |
|