A detailed history of Heirloom Wealth Management transactions in Realty Income Corp stock. As of the latest transaction made, Heirloom Wealth Management holds 14,294 shares of O stock, worth $779,308. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,294
Previous 19,858 28.02%
Holding current value
$779,308
Previous $1.05 Million 13.55%
% of portfolio
0.29%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$52.36 - $63.42 $291,331 - $352,868
-5,564 Reduced 28.02%
14,294 $906,000
Q2 2024

Jul 31, 2024

SELL
$50.8 - $55.45 $214,223 - $233,832
-4,217 Reduced 17.52%
19,858 $1.05 Million
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 $33.7B
  • 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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