AssetMark Inc’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 | $867K | Buy |
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|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $681K | Buy |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $624K | Buy |
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|
2024
Q2 | $534K | Buy |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $591K | Buy |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $621K | Buy |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $403K | Buy |
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|
2020
Q2 | $380K | Buy |
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|
2020
Q1 | $259K | Buy |
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|
2019
Q4 | $319K | Buy |
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|
2019
Q3 | $240K | Buy |
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|
2019
Q2 | $198K | Buy |
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|
2019
Q1 | $155K | Buy |
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|
2018
Q4 | $116K | Sell |
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|
2018
Q3 | $120K | Buy |
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|
2018
Q2 | $117K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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