Corient Private Wealth’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 | $5.87M | Buy |
94,062
+43,812
| +87% | +$2.73M | 0.01% | 714 |
|
|
2025
Q1 | $3.17M | Buy |
50,250
+4,349
| +9% | +$274K | 0.01% | 819 |
|
|
2024
Q4 | $2.5M | Sell |
45,901
-12,115
| -21% | -$660K | ﹤0.01% | 912 |
|
|
2024
Q3 | $3.61M | Buy |
58,016
+19,228
| +50% | +$1.2M | 0.01% | 832 |
|
|
2024
Q2 | $2.14M | Sell |
38,788
-1,966
| -5% | -$108K | ﹤0.01% | 988 |
|
|
2024
Q1 | $2.3M | Sell |
40,754
-3,611
| -8% | -$204K | ﹤0.01% | 960 |
|
|
2023
Q4 | $2.88M | Sell |
44,365
-12,817
| -22% | -$831K | 0.01% | 858 |
|
|
2023
Q3 | $3.03M | Buy |
57,182
+9,796
| +21% | +$519K | 0.01% | 769 |
|
|
2023
Q2 | $3.14M | Sell |
47,386
-4,559
| -9% | -$302K | 0.01% | 761 |
|
|
2023
Q1 | $3.94M | Buy |
51,945
+7,644
| +17% | +$580K | 0.01% | 656 |
|
|
2022
Q4 | $3.39M | Buy |
+44,301
| New | +$3.39M | 0.01% | 577 |
|