Carret Asset Management’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
Q2 | $329K | Hold |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $451K | Hold |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $467K | Hold |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $422K | Hold |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $437K | Hold |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $274K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $278K | Buy |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | $219K | Buy |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q2 | $217K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | $212K | Buy |
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|
2017
Q2 | $205K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $206K | Buy |
|