Charles Schwab’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 | $189M | Buy |
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|
2025
Q2 | $173M | Buy |
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|
2025
Q1 | $168M | Buy |
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|
2024
Q4 | $144M | Buy |
|
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|
2024
Q3 | $162M | Buy |
|
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|
2024
Q2 | $137M | Buy |
|
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|
2024
Q1 | $141M | Buy |
|
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|
2023
Q4 | $158M | Buy |
|
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|
2023
Q3 | $126M | Buy |
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|
2023
Q2 | $157M | Buy |
|
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|
2023
Q1 | $176M | Buy |
|
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|
2022
Q4 | $174M | Buy |
|
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|
2022
Q3 | $148M | Buy |
|
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|
2022
Q2 | $159M | Buy |
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|
2022
Q1 | $155M | Buy |
|
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|
2021
Q4 | $149M | Buy |
|
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|
2021
Q3 | $129M | Buy |
|
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|
2021
Q2 | $93.7M | Buy |
|
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|
2021
Q1 | $87M | Buy |
|
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|
2020
Q4 | $83.6M | Buy |
|
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|
2020
Q3 | $76M | Sell |
|
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|
2020
Q2 | $80.6M | Buy |
|
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|
2020
Q1 | $27.5M | Buy |
|
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|
2019
Q4 | $37.2M | Buy |
|
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|
2019
Q3 | $40.5M | Sell |
|
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|
2019
Q2 | $63.7M | Buy |
|
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|
2019
Q1 | $56.7M | Sell |
|
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|
2018
Q4 | $52.8M | Buy |
|
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|
2018
Q3 | $37.4M | Buy |
|
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|
2018
Q2 | $35.2M | Buy |
|
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|
2018
Q1 | $30.7M | Buy |
|
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|
2017
Q4 | $31.9M | Buy |
|
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|
2017
Q3 | $29M | Buy |
|
|||||
|
2017
Q2 | $26.4M | Buy |
|
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|
2017
Q1 | $21.8M | Buy |
|
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|
2016
Q4 | $17.7M | Buy |
|
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|
2016
Q3 | $19.3M | Buy |
|
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|
2016
Q2 | $19.1M | Buy |
|
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|
2016
Q1 | $15.3M | Buy |
|
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|
2015
Q4 | $14M | Buy |
|
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|
2015
Q3 | $12.6M | Buy |
|
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|
2015
Q2 | $12.2M | Buy |
|
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|
2015
Q1 | $13.1M | Buy |
|
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|
2014
Q4 | $12.1M | Buy |
|
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|
2014
Q3 | $10.9M | Buy |
|
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|
2014
Q2 | $6.17M | Buy |
|
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|
2014
Q1 | $5.37M | Buy |
|
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|
2013
Q4 | $4.62M | Buy |
|
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|
2013
Q3 | $4.37M | Buy |
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|
2013
Q2 | $3.93M | Buy |
|