Austin Private Wealth’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 | $517K | Buy |
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|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $471K | Hold |
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|
2020
Q1 | $404K | Sell |
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|
2019
Q4 | $614K | Buy |
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