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Axis Wealth Partners’s W.P. Carey WPC Stock Holding History

Axis Wealth Partners’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$478K Buy
7,666
+21
+0.3% +$1.31K 0.31% 92
2025
Q1 		$482K Sell
7,645
-952
-11% -$60.1K 0.36% 81
2024
Q4 		$468K Buy
+8,597
New +$468K 0.39% 76