Baird Financial Group’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 | $3.06M | Sell |
49,004
-1,333
| -3% | -$83.2K | 0.01% | 875 |
|
|
2025
Q1 | $3.18M | Sell |
50,337
-666
| -1% | -$42K | 0.01% | 823 |
|
|
2024
Q4 | $2.78M | Buy |
51,003
+35,761
| +235% | +$1.95M | 0.01% | 875 |
|
|
2024
Q3 | $950K | Buy |
15,242
+2,507
| +20% | +$156K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $701K | Buy |
12,735
+2,791
| +28% | +$154K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $561K | Buy |
9,944
+2,339
| +31% | +$132K | ﹤0.01% | 1345 |
|
|
2023
Q4 | $493K | Sell |
7,605
-22,118
| -74% | -$1.43M | ﹤0.01% | 1358 |
|
|
2023
Q3 | $1.57M | Sell |
29,723
-2,226
| -7% | -$118K | ﹤0.01% | 980 |
|
|
2023
Q2 | $2.11M | Sell |
31,949
-4,193
| -12% | -$277K | 0.01% | 892 |
|
|
2023
Q1 | $2.74M | Sell |
36,142
-46
| -0.1% | -$3.49K | 0.01% | 793 |
|
|
2022
Q4 | $2.77M | Sell |
36,188
-2,111
| -6% | -$162K | 0.01% | 769 |
|
|
2022
Q3 | $2.62M | Buy |
38,299
+1,732
| +5% | +$118K | 0.01% | 747 |
|
|
2022
Q2 | $2.97M | Buy |
36,567
+1,989
| +6% | +$161K | 0.01% | 715 |
|
|
2022
Q1 | $2.74M | Buy |
34,578
+1,398
| +4% | +$111K | 0.01% | 787 |
|
|
2021
Q4 | $2.67M | Buy |
33,180
+1,596
| +5% | +$128K | 0.01% | 815 |
|
|
2021
Q3 | $2.26M | Buy |
31,584
+2,575
| +9% | +$184K | 0.01% | 903 |
|
|
2021
Q2 | $2.12M | Buy |
29,009
+1,011
| +4% | +$73.9K | 0.01% | 899 |
|
|
2021
Q1 | $1.94M | Buy |
27,998
+3,311
| +13% | +$229K | 0.01% | 896 |
|
|
2020
Q4 | $1.71M | Buy |
24,687
+13,033
| +112% | +$901K | 0.01% | 856 |
|
|
2020
Q3 | $744K | Sell |
11,654
-3,844
| -25% | -$245K | ﹤0.01% | 1041 |
|
|
2020
Q2 | $1.03M | Buy |
15,498
+1,027
| +7% | +$68.1K | ﹤0.01% | 920 |
|
|
2020
Q1 | $823K | Sell |
14,471
-465
| -3% | -$26.4K | ﹤0.01% | 935 |
|
|
2019
Q4 | $1.17M | Sell |
14,936
-2,375
| -14% | -$186K | ﹤0.01% | 923 |
|
|
2019
Q3 | $1.52M | Sell |
17,311
-780
| -4% | -$68.4K | 0.01% | 860 |
|
|
2019
Q2 | $1.44M | Buy |
18,091
+6,269
| +53% | +$498K | 0.01% | 874 |
|
|
2019
Q1 | $907K | Buy |
11,822
+1,355
| +13% | +$104K | 0.01% | 886 |
|
|
2018
Q4 | $670K | Buy |
10,467
+6,625
| +172% | +$424K | ﹤0.01% | 905 |
|
|
2018
Q3 | $240K | Sell |
3,842
-100
| -3% | -$6.25K | ﹤0.01% | 1238 |
|
|
2018
Q2 | $256K | Buy |
+3,942
| New | +$256K | ﹤0.01% | 1185 |
|