Belpointe Asset Management’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 | $1.48M | Buy |
23,768
+547
| +2% | +$34.1K | 0.06% | 253 |
|
|
2025
Q1 | $1.47M | Buy |
23,221
+4,278
| +23% | +$270K | 0.08% | 248 |
|
|
2024
Q4 | $1.14M | Sell |
18,943
-2,065
| -10% | -$124K | 0.07% | 278 |
|
|
2024
Q3 | $1.31M | Buy |
21,008
+1,865
| +10% | +$116K | 0.08% | 250 |
|
|
2024
Q2 | $1.05M | Buy |
19,143
+2,540
| +15% | +$140K | 0.07% | 258 |
|
|
2024
Q1 | $937K | Sell |
16,603
-428
| -3% | -$24.2K | 0.07% | 285 |
|
|
2023
Q4 | $1.1M | Buy |
17,031
+777
| +5% | +$50.4K | 0.1% | 201 |
|
|
2023
Q3 | $861K | Buy |
16,254
+3,621
| +29% | +$192K | 0.09% | 217 |
|
|
2023
Q2 | $836K | Sell |
12,633
-32,027
| -72% | -$2.12M | 0.09% | 216 |
|
|
2023
Q1 | $3.39M | Sell |
44,660
-88
| -0.2% | -$6.68K | 0.18% | 106 |
|
|
2022
Q4 | $3.43M | Buy |
44,748
+15,563
| +53% | +$1.19M | 0.21% | 89 |
|
|
2022
Q3 | $2M | Buy |
29,185
+9,385
| +47% | +$642K | 0.13% | 160 |
|
|
2022
Q2 | $1.61M | Sell |
19,800
-350
| -2% | -$28.4K | 0.11% | 202 |
|
|
2022
Q1 | $1.6M | Buy |
20,150
+129
| +0.6% | +$10.2K | 0.1% | 226 |
|
|
2021
Q4 | $1.61M | Buy |
20,021
+142
| +0.7% | +$11.4K | 0.1% | 203 |
|
|
2021
Q3 | $1.42M | Buy |
19,879
+634
| +3% | +$45.3K | 0.1% | 226 |
|
|
2021
Q2 | $1.41M | Buy |
19,245
+10,556
| +121% | +$772K | 0.1% | 218 |
|
|
2021
Q1 | $602K | Buy |
8,689
+1,517
| +21% | +$105K | 0.05% | 370 |
|
|
2020
Q4 | $496K | Sell |
7,172
-679
| -9% | -$47K | 0.04% | 404 |
|
|
2020
Q3 | $501K | Buy |
7,851
+171
| +2% | +$10.9K | 0.06% | 330 |
|
|
2020
Q2 | $509K | Buy |
7,680
+221
| +3% | +$14.6K | 0.07% | 302 |
|
|
2020
Q1 | $424K | Sell |
7,459
-942
| -11% | -$53.5K | 0.07% | 268 |
|
|
2019
Q4 | $658K | Buy |
8,401
+273
| +3% | +$21.4K | 0.08% | 263 |
|
|
2019
Q3 | $712K | Buy |
8,128
+1,601
| +25% | +$140K | 0.12% | 199 |
|
|
2019
Q2 | $519K | Sell |
6,527
-413
| -6% | -$32.8K | 0.1% | 221 |
|
|
2019
Q1 | $532K | Buy |
6,940
+1,231
| +22% | +$94.4K | 0.1% | 156 |
|
|
2018
Q4 | $365K | Buy |
5,709
+2,640
| +86% | +$169K | 0.09% | 238 |
|
|
2018
Q3 | $193K | Buy |
+3,069
| New | +$193K | 0.03% | 463 |
|