Allen Capital Group’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 | $356K | Buy |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $492K | Hold |
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|
2022
Q2 | $584K | Buy |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $537K | Hold |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $495K | Sell |
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|
2021
Q1 | $489K | Sell |
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|
2020
Q4 | $493K | Hold |
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|
2020
Q3 | $471K | Hold |
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|
2020
Q2 | $472K | Sell |
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|
2020
Q1 | $425K | Sell |
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|
2019
Q4 | $647K | Sell |
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|
2019
Q3 | $738K | Sell |
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|
2019
Q2 | $665K | Buy |
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|
2019
Q1 | $639K | Hold |
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|
2018
Q4 | $570K | Hold |
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|
2018
Q3 | $525K | Hold |
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|
2018
Q2 | $541K | Sell |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $566K | Buy |
|