A detailed history of Jeppson Wealth Management, LLC transactions in Realty Income Corp stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 11,658 shares of O stock, worth $679,894. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,658
Previous 11,657 0.01%
Holding current value
$679,894
Previous $615,000 20.16%
% of portfolio
0.27%
Previous 0.23%

Shares

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

Nov 04, 2024

BUY
$52.36 - $63.42 $52 - $63
1 Added 0.01%
11,658 $739,000
Q2 2024

Aug 05, 2024

SELL
$50.8 - $55.45 $6,807 - $7,430
-134 Reduced 1.14%
11,657 $615,000
Q1 2024

Apr 17, 2024

SELL
$51.39 - $59.48 $256 - $297
-5 Reduced 0.04%
11,791 $637,000
Q4 2023

Jan 11, 2024

SELL
$46.22 - $58.58 $152,433 - $193,196
-3,298 Reduced 21.85%
11,796 $677,000
Q3 2023

Oct 25, 2023

BUY
$49.62 - $63.75 $12,057 - $15,491
243 Added 1.64%
15,094 $753,000
Q2 2023

Jul 31, 2023

SELL
$58.44 - $62.95 $116,295 - $125,270
-1,990 Reduced 11.82%
14,851 $887,000
Q1 2023

Apr 27, 2023

BUY
$59.27 - $68.3 $30,642 - $35,311
517 Added 3.17%
16,841 $1.07 Million
Q4 2022

Jan 27, 2023

SELL
$55.54 - $65.37 $24,604 - $28,958
-443 Reduced 2.64%
16,324 $0
Q3 2022

Oct 20, 2022

BUY
$57.95 - $74.75 $97,298 - $125,505
1,679 Added 11.13%
16,767 $976,000
Q2 2022

Aug 03, 2022

BUY
$62.79 - $74.93 $247,455 - $295,299
3,941 Added 35.35%
15,088 $1.03 Million
Q1 2022

Apr 27, 2022

BUY
$64.67 - $72.25 $2,522 - $2,817
39 Added 0.35%
11,147 $772,000
Q4 2021

Jan 19, 2022

BUY
$63.81 - $71.97 $708,801 - $799,442
11,108 New
11,108 $795,000
Q4 2020

Mar 05, 2021

SELL
$56.02 - $62.66 $15,685 - $17,544
-280 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$55.07 - $63.77 $15,419 - $17,855
280 New
280 $17,000

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 $36B
  • 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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