Atria Wealth Solutions’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Sell |
15,381
-88,779
| -85% | -$5.6M | 0.02% | 646 |
|
|
2025
Q1 | $6.58M | Buy |
104,160
+2,087
| +2% | +$132K | 0.08% | 265 |
|
|
2024
Q4 | $5.57M | Buy |
102,073
+36,354
| +55% | +$1.98M | 0.06% | 328 |
|
|
2024
Q3 | $4.1M | Sell |
65,719
-1,854
| -3% | -$116K | 0.04% | 394 |
|
|
2024
Q2 | $3.73M | Sell |
67,573
-4,270
| -6% | -$236K | 0.04% | 412 |
|
|
2024
Q1 | $4.11M | Buy |
71,843
+424
| +0.6% | +$24.3K | 0.05% | 392 |
|
|
2023
Q4 | $4.64M | Sell |
71,419
-259
| -0.4% | -$16.8K | 0.06% | 335 |
|
|
2023
Q3 | $3.81M | Buy |
71,678
+17,023
| +31% | +$904K | 0.05% | 361 |
|
|
2023
Q2 | $3.62M | Buy |
54,655
+3,109
| +6% | +$206K | 0.05% | 374 |
|
|
2023
Q1 | $3.96M | Sell |
51,546
-2,221
| -4% | -$171K | 0.06% | 320 |
|
|
2022
Q4 | $4.12M | Sell |
53,767
-429
| -0.8% | -$32.9K | 0.07% | 292 |
|
|
2022
Q3 | $3.71M | Buy |
54,196
+9,905
| +22% | +$678K | 0.06% | 299 |
|
|
2022
Q2 | $3.63M | Buy |
44,291
+5,989
| +16% | +$491K | 0.07% | 284 |
|
|
2022
Q1 | $3.06M | Buy |
+38,302
| New | +$3.06M | 0.05% | 364 |
|