Burney Company’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $317K | Buy |
|
|||||
|
2025
Q2 | $293K | Sell |
|
|||||
|
2025
Q1 | $302K | Sell |
|
|||||
|
2024
Q4 | $262K | Sell |
|
|||||
|
2024
Q3 | $442K | Buy |
|
|||||
|
2024
Q2 | $390K | Sell |
|
|||||
|
2024
Q1 | $408K | Sell |
|
|||||
|
2023
Q4 | $469K | Sell |
|
|||||
|
2023
Q3 | $465K | Buy |
|
|||||
|
2023
Q2 | $557K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $203K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $219K | Sell |
|
|||||
|
2014
Q2 | $228K | Sell |
|
|||||
|
2014
Q1 | $220K | Sell |
|
|||||
|
2013
Q4 | $321K | Sell |
|
|||||
|
2013
Q3 | $341K | Sell |
|
|||||
|
2013
Q2 | $351K | Buy |
|