Columbia 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
Q3 | $252K | Sell |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $643K | Sell |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $785K | Buy |
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|
2021
Q4 | $862K | Sell |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $831K | Buy |
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|
2020
Q4 | $800K | Sell |
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|
2020
Q3 | $771K | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $12.3K | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $958K | Buy |
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|
2018
Q4 | $657K | Buy |
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|
2018
Q3 | $583K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $492K | Hold |
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|
2017
Q4 | $547K | Hold |
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|
2017
Q3 | $535K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $401K | Hold |
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|
2016
Q4 | $381K | Hold |
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|
2016
Q3 | $417K | Buy |
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|
2016
Q2 | $445K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $360K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $359K | Hold |
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|
2015
Q1 | $414K | Hold |
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|
2014
Q4 | $427K | Hold |
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|
2014
Q3 | $389K | Sell |
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|
2014
Q2 | $404K | Hold |
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|
2014
Q1 | $377K | Hold |
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|
2013
Q4 | $385K | Buy |
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