Carson Wealth (CWM LLC)’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 | $25.1M | Buy |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $967K | Buy |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $986K | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q2 | $1.46M | Hold |
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|
2021
Q1 | $1.46M | Hold |
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|
2020
Q4 | $1.46M | Hold |
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|
2020
Q3 | $1.46M | Hold |
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|
2020
Q2 | $1.46M | Hold |
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|
2020
Q1 | $1.46M | Hold |
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|
2019
Q4 | $1.46M | Hold |
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|
2019
Q3 | $1.46M | Hold |
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|
2019
Q2 | $1.46M | Hold |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $325K | Buy |
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|
2018
Q2 | $331K | Buy |
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|
2018
Q1 | $304K | Buy |
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|
2017
Q4 | $333K | Buy |
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|
2017
Q3 | $321K | Buy |
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|
2017
Q2 | $310K | Hold |
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|
2017
Q1 | $292K | Hold |
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|
2016
Q4 | $277K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $395K | Hold |
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|
2016
Q1 | $354K | Sell |
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|
2015
Q4 | $364K | Hold |
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|
2015
Q3 | $356K | Buy |
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|
2015
Q2 | $304K | Hold |
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|
2015
Q1 | $351K | Buy |
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|
2014
Q4 | $329K | Hold |
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|
2014
Q3 | $299K | Hold |
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|
2014
Q2 | $302K | Hold |
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|
2014
Q1 | $282K | Buy |
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