A detailed history of Heirloom Wealth Management transactions in Realty Income Corp stock. As of the latest transaction made, Heirloom Wealth Management holds 24,075 shares of O stock, worth $1.38 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
24,075
Previous 24,741 2.69%
Holding current value
$1.38 Million
Previous $1.42 Million 8.31%
% of portfolio
0.47%
Previous 0.57%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$51.39 - $59.48 $34,225 - $39,613
-666 Reduced 2.69%
24,075 $1.3 Million
Q4 2023

Jan 31, 2024

SELL
$46.22 - $58.58 $4,113 - $5,213
-89 Reduced 0.36%
24,741 $1.42 Million
Q3 2023

Oct 23, 2023

SELL
$49.62 - $63.75 $30,516 - $39,206
-615 Reduced 2.42%
24,830 $1.24 Million
Q2 2023

Aug 08, 2023

SELL
$58.44 - $62.95 $20,512 - $22,095
-351 Reduced 1.36%
25,445 $1.52 Million
Q1 2023

Apr 27, 2023

SELL
$59.27 - $68.3 $17,840 - $20,558
-301 Reduced 1.15%
25,796 $1.63 Million
Q4 2022

Feb 01, 2023

BUY
$55.54 - $65.37 $1.45 Million - $1.71 Million
26,097 New
26,097 $1.66 Million
Q1 2022

May 17, 2022

SELL
$64.67 - $72.25 $355,749 - $397,447
-5,501 Closed
0 $0
Q4 2021

Jan 25, 2022

BUY
$63.81 - $71.97 $351,018 - $395,906
5,501 New
5,501 $376,000

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 $35.5B
  • 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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