Windle Wealth’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 | $7.37M | Sell |
127,968
-2,501
| -2% | -$144K | 3.6% | 18 |
|
|
2025
Q1 | $7.57M | Buy |
130,469
+6,812
| +6% | +$395K | 3.9% | 18 |
|
|
2024
Q4 | $6.6M | Buy |
123,657
+7,191
| +6% | +$384K | 3.65% | 17 |
|
|
2024
Q3 | $7.39M | Buy |
116,466
+1,326
| +1% | +$84.1K | 4.01% | 14 |
|
|
2024
Q2 | $6.08M | Buy |
115,140
+6,057
| +6% | +$320K | 3.71% | 18 |
|
|
2024
Q1 | $5.9M | Buy |
109,083
+4,241
| +4% | +$229K | 3.76% | 22 |
|
|
2023
Q4 | $6.02M | Buy |
104,842
+6,909
| +7% | +$397K | 4.22% | 13 |
|
|
2023
Q3 | $4.89M | Buy |
97,933
+11,683
| +14% | +$583K | 3.65% | 21 |
|
|
2023
Q2 | $5.16M | Buy |
86,250
+1,998
| +2% | +$119K | 3.72% | 19 |
|
|
2023
Q1 | $5.33M | Buy |
84,252
+2,235
| +3% | +$142K | 3.96% | 17 |
|
|
2022
Q4 | $5.2M | Buy |
+82,017
| New | +$5.2M | 4.06% | 16 |
|