Congress Wealth Management’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$570K	Buy	9,144 +201	+2%	+$12.5K	0.01%	878
2025 Q1	$564K	Buy	+8,943	New	+$564K	0.01%	777