CWP
Concord Wealth Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
2,055
+266
| +15% | +$16.6K | 0.02% | 246 |
|
|
2025
Q1 | $113K | Hold |
1,789
| – | – | 0.02% | 235 |
|
|
2024
Q4 | $97.5K | Sell |
1,789
-377
| -17% | -$20.5K | 0.02% | 253 |
|
|
2024
Q3 | $135K | Sell |
2,166
-266
| -11% | -$16.6K | 0.02% | 239 |
|
|
2024
Q2 | $134K | Sell |
2,432
-2,475
| -50% | -$136K | 0.02% | 223 |
|
|
2024
Q1 | $277K | Sell |
4,907
-1,540
| -24% | -$86.9K | 0.05% | 179 |
|
|
2023
Q4 | $418K | Sell |
6,447
-1,365
| -17% | -$88.5K | 0.08% | 143 |
|
|
2023
Q3 | $422K | Sell |
7,812
-726
| -9% | -$39.3K | 0.09% | 134 |
|
|
2023
Q2 | $577K | Buy |
8,538
+1,493
| +21% | +$101K | 0.12% | 102 |
|
|
2023
Q1 | $546K | Sell |
7,045
-1,503
| -18% | -$116K | 0.15% | 81 |
|
|
2022
Q4 | $668K | Hold |
8,548
| – | – | 0.2% | 70 |
|
|
2022
Q3 | $597K | Hold |
8,548
| – | – | 0.19% | 77 |
|
|
2022
Q2 | $708K | Sell |
8,548
-24
| -0.3% | -$1.99K | 0.19% | 74 |
|
|
2022
Q1 | $693K | Sell |
8,572
-238
| -3% | -$19.2K | 0.18% | 79 |
|
|
2021
Q4 | $723K | Buy |
8,810
+3,891
| +79% | +$319K | 0.18% | 71 |
|
|
2021
Q3 | $359K | Sell |
4,919
-3,898
| -44% | -$284K | 0.15% | 48 |
|
|
2021
Q2 | $658K | Sell |
8,817
-618
| -7% | -$46.1K | 0.19% | 51 |
|
|
2021
Q1 | $668K | Sell |
9,435
-11,763
| -55% | -$833K | 0.23% | 45 |
|
|
2020
Q4 | $1.5M | Buy |
+21,198
| New | +$1.5M | 1.15% | 14 |
|