Apollon Wealth 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 | $2.21M | Buy |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $962K | Buy |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $933K | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $841K | Buy |
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|
2022
Q3 | $744K | Buy |
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|
2022
Q2 | $856K | Buy |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $829K | Buy |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $744K | Buy |
|