A detailed history of Bergan Kdv Wealth Management, LLC transactions in Realty Income Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 25,324 shares of O stock, worth $1.46 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
25,324
Previous 24,895 1.72%
Holding current value
$1.46 Million
Previous $1.58 Million 3.93%
% of portfolio
0.15%
Previous 0.16%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$58.44 - $62.95 $25,070 - $27,005
429 Added 1.72%
25,324 $1.51 Million
Q1 2023

Apr 27, 2023

SELL
$59.27 - $68.3 $25,426 - $29,300
-429 Reduced 1.69%
24,895 $1.58 Million
Q4 2022

Jan 31, 2023

SELL
$55.54 - $65.37 $21,716 - $25,559
-391 Reduced 1.52%
25,324 $1.61 Million
Q3 2022

Oct 24, 2022

BUY
$57.95 - $74.75 $116,015 - $149,649
2,002 Added 8.44%
25,715 $1.5 Million
Q2 2022

Jul 13, 2022

BUY
$62.79 - $74.93 $7,785 - $9,291
124 Added 0.53%
23,713 $1.62 Million
Q1 2022

May 09, 2022

BUY
$64.67 - $72.25 $146,994 - $164,224
2,273 Added 10.66%
23,589 $1.64 Million
Q4 2021

Jan 28, 2022

SELL
$63.81 - $71.97 $37,903 - $42,750
-594 Reduced 2.71%
21,316 $1.53 Million
Q3 2021

Nov 12, 2021

BUY
$62.85 - $70.43 $12,884 - $14,438
205 Added 0.94%
21,910 $1.42 Million
Q2 2021

Aug 10, 2021

SELL
$62.7 - $68.88 $8,966 - $9,849
-143 Reduced 0.65%
21,705 $1.45 Million
Q1 2021

May 11, 2021

BUY
$55.99 - $62.23 $21,332 - $23,709
381 Added 1.77%
21,848 $1.39 Million
Q4 2020

Feb 04, 2021

SELL
$56.02 - $62.66 $26,329 - $29,450
-470 Reduced 2.14%
21,467 $1.34 Million
Q3 2020

Nov 05, 2020

SELL
$55.07 - $63.77 $97,749 - $113,191
-1,775 Reduced 7.49%
21,937 $1.33 Million
Q2 2020

Aug 13, 2020

BUY
$42.25 - $62.18 $972,299 - $1.43 Million
23,013 Added 3292.27%
23,712 $1.41 Million
Q1 2020

Apr 24, 2020

BUY
$41.18 - $79.88 $123 - $239
3 Added 0.43%
699 $35,000
Q4 2019

Feb 10, 2020

BUY
$69.51 - $79.4 $4,657 - $5,319
67 Added 10.65%
696 $51,000
Q3 2019

Nov 08, 2019

BUY
$65.92 - $74.88 $197 - $224
3 Added 0.48%
629 $48,000
Q2 2019

Aug 12, 2019

BUY
$64.56 - $71.02 $193 - $213
3 Added 0.48%
626 $43,000
Q1 2019

May 09, 2019

SELL
$60.01 - $71.69 $3,960 - $4,731
-66 Reduced 9.58%
623 $46,000
Q4 2018

Feb 01, 2019

BUY
$54.12 - $64.28 $2,543 - $3,021
47 Added 7.32%
689 $43,000
Q3 2018

Nov 09, 2018

BUY
$51.63 - $57.24 $206 - $228
4 Added 0.63%
642 $37,000
Q2 2018

Jul 23, 2018

BUY
$47.61 - $52.84 $30,375 - $33,711
638 New
638 $34,000

Others Institutions Holding O

About REALTY INCOME CORP


  • Ticker O
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 617,577,024
  • Market Cap $35.7B
  • Description
  • Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date...
More about O
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