Advisors Asset Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $108K | Sell |
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|
2025
Q2 | $136K | Buy |
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|
2025
Q1 | $131K | Buy |
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|
2024
Q4 | $70K | Buy |
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|
2024
Q3 | $41.7K | Buy |
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|
2024
Q2 | $27.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $50K | Sell |
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|
2022
Q1 | $116K | Sell |
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|
2021
Q4 | $174K | Sell |
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|
2021
Q3 | $155K | Buy |
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|
2021
Q2 | $147K | Buy |
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|
2021
Q1 | $71K | Buy |
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|
2020
Q4 | $26K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $149K | Sell |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $649K | Sell |
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|
2019
Q3 | $950K | Sell |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $964K | Buy |
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|
2018
Q3 | $938K | Buy |
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|
2018
Q2 | $817K | Buy |
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|
2018
Q1 | $683K | Buy |
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|
2017
Q4 | $711K | Buy |
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|
2017
Q3 | $667K | Buy |
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|
2017
Q2 | $589K | Buy |
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|
2017
Q1 | $479K | Buy |
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|
2016
Q4 | $247K | Buy |
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|
2016
Q3 | $117K | Buy |
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|
2016
Q2 | $4K | Buy |
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