Bourgeon Capital Management’s W.P. Carey WPC Stock Holding History

Bourgeon Capital Management’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Hold
2025 Q2	$206K	Hold
2025 Q1	$208K	Buy
2024 Q4	–	Sell
2024 Q3	$206K	Buy
2024 Q1	–	Sell
2023 Q4	$214K	Buy
2023 Q3	$151K	Hold
2023 Q2	$189K	Buy