Advisory Services Network’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
Q2 | $754K | Buy |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $658K | Hold |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $657K | Sell |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $764K | Buy |
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|
2023
Q2 | $899K | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $876K | Buy |
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|
2022
Q1 | $853K | Buy |
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|
2021
Q4 | $780K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q3 | $468K | Sell |
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|
2020
Q2 | $676K | Sell |
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|
2020
Q1 | $910K | Sell |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $2.04M | Hold |
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|
2019
Q2 | $2.04M | Sell |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $1.61M | Buy |
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|
2018
Q3 | $694K | Buy |
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|
2018
Q2 | $700K | Sell |
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|
2018
Q1 | $697K | Sell |
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|
2017
Q4 | $783K | Buy |
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|
2017
Q3 | $765K | Buy |
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|
2017
Q2 | $749K | Buy |
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|
2017
Q1 | $703K | Buy |
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|
2016
Q3 | $860K | Sell |
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|
2016
Q2 | $997K | Buy |
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|
2016
Q1 | $888K | Hold |
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|
2015
Q4 | $842K | Sell |
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|
2015
Q3 | $909K | Hold |
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|
2015
Q2 | $934K | Sell |
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|
2015
Q1 | $1.1M | Buy |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $1M | Hold |
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|
2014
Q2 | $1.01M | Hold |
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|
2014
Q1 | $944K | Buy |
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|
2013
Q4 | $835K | Hold |
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|
2013
Q3 | $881K | Hold |
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|
2013
Q2 | $929K | Buy |
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