Avantax Advisory Services’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
68,981
-1,316
| -2% | -$82.1K | 0.02% | 495 |
|
|
2025
Q1 | $4.44M | Buy |
70,297
+6,673
| +10% | +$421K | 0.03% | 454 |
|
|
2024
Q4 | $3.47M | Buy |
63,624
+517
| +0.8% | +$28.2K | 0.02% | 510 |
|
|
2024
Q3 | $3.93M | Buy |
63,107
+2,289
| +4% | +$143K | 0.03% | 463 |
|
|
2024
Q2 | $3.35M | Buy |
60,818
+8,558
| +16% | +$471K | 0.02% | 492 |
|
|
2024
Q1 | $2.95M | Buy |
52,260
+1,117
| +2% | +$63K | 0.03% | 435 |
|
|
2023
Q4 | $3.31M | Sell |
51,143
-2,359
| -4% | -$153K | 0.03% | 372 |
|
|
2023
Q3 | $2.83M | Buy |
53,502
+2,480
| +5% | +$131K | 0.03% | 368 |
|
|
2023
Q2 | $3.38M | Buy |
51,022
+1,859
| +4% | +$123K | 0.04% | 330 |
|
|
2023
Q1 | $3.73M | Buy |
49,163
+587
| +1% | +$44.5K | 0.05% | 302 |
|
|
2022
Q4 | $3.72M | Buy |
48,576
+2,444
| +5% | +$187K | 0.05% | 279 |
|
|
2022
Q3 | $3.15M | Buy |
46,132
+3,051
| +7% | +$209K | 0.05% | 282 |
|
|
2022
Q2 | $3.5M | Buy |
43,081
+2,880
| +7% | +$234K | 0.05% | 261 |
|
|
2022
Q1 | $3.18M | Buy |
40,201
+865
| +2% | +$68.3K | 0.04% | 288 |
|
|
2021
Q4 | $3.16M | Sell |
39,336
-1,168
| -3% | -$93.9K | 0.05% | 278 |
|
|
2021
Q3 | $2.9M | Buy |
40,504
+94
| +0.2% | +$6.73K | 0.05% | 272 |
|
|
2021
Q2 | $2.95M | Sell |
40,410
-1,131
| -3% | -$82.5K | 0.05% | 259 |
|
|
2021
Q1 | $2.87M | Buy |
41,541
+1,694
| +4% | +$117K | 0.06% | 235 |
|
|
2020
Q4 | $2.75M | Sell |
39,847
-3,109
| -7% | -$214K | 0.07% | 209 |
|
|
2020
Q3 | $2.75M | Buy |
42,956
+7,394
| +21% | +$473K | 0.04% | 304 |
|
|
2020
Q2 | $2.36M | Buy |
35,562
+294
| +0.8% | +$19.5K | 0.07% | 197 |
|
|
2020
Q1 | $2M | Buy |
35,268
+1,255
| +4% | +$71.3K | 0.06% | 193 |
|
|
2019
Q4 | $2.66M | Buy |
34,013
+26,498
| +353% | +$2.07M | 0.06% | 175 |
|
|
2019
Q3 | $661K | Buy |
7,515
+1,036
| +16% | +$91.1K | 0.03% | 278 |
|
|
2019
Q2 | $515K | Buy |
6,479
+877
| +16% | +$69.7K | 0.02% | 290 |
|
|
2019
Q1 | $430K | Buy |
5,602
+1,537
| +38% | +$118K | 0.02% | 291 |
|
|
2018
Q4 | $265K | Buy |
+4,065
| New | +$265K | 0.04% | 319 |
|