AG
Advocate Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
77,679
+150
| +0.2% | +$9.36K | 0.87% | 51 |
|
|
2025
Q1 | $4.89M | Buy |
77,529
+2,073
| +3% | +$131K | 0.89% | 50 |
|
|
2024
Q4 | $4.11M | Sell |
75,456
-157
| -0.2% | -$8.55K | 0.77% | 52 |
|
|
2024
Q3 | $4.71M | Sell |
75,613
-407
| -0.5% | -$25.4K | 0.85% | 51 |
|
|
2024
Q2 | $4.18M | Sell |
76,020
-2,006
| -3% | -$110K | 0.84% | 52 |
|
|
2024
Q1 | $4.4M | Sell |
78,026
-8,135
| -9% | -$459K | 0.88% | 48 |
|
|
2023
Q4 | $5.58M | Buy |
86,161
+810
| +0.9% | +$52.5K | 1.2% | 35 |
|
|
2023
Q3 | $4.62M | Sell |
85,351
-7,592
| -8% | -$411K | 1.07% | 43 |
|
|
2023
Q2 | $6.28M | Buy |
92,943
+873
| +0.9% | +$59K | 1.38% | 26 |
|
|
2023
Q1 | $7.13M | Buy |
92,070
+1,593
| +2% | +$123K | 1.56% | 22 |
|
|
2022
Q4 | $7.07M | Buy |
90,477
+8,828
| +11% | +$690K | 1.52% | 24 |
|
|
2022
Q3 | $5.7M | Buy |
81,649
+4,164
| +5% | +$291K | 1.41% | 28 |
|
|
2022
Q2 | $6.42M | Buy |
+77,485
| New | +$6.42M | 1.49% | 23 |
|