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

Cornerstone Wealth Management’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Sell	20,986 -1,154	-5%	-$80.9K	0.07%	244
2025 Q4	$1.42M	Sell	22,140 -574	-3%	-$38.2K	0.07%	225
2025 Q3	$1.53M	Buy	22,714 +909	+4%	+$59.5K	0.08%	202
2025 Q2	$1.36M	Sell	21,805 -316	-1%	-$19.5K	0.08%	206
2025 Q1	$1.4M	Sell	22,121 -1,916	-8%	-$113K	0.09%	183
2024 Q4	$1.31M	Buy	24,037 +1,104	+5%	+$62.9K	0.09%	187
2024 Q3	$1.43M	Buy	22,933 +986	+4%	+$58.4K	0.1%	171
2024 Q2	$1.21M	Buy	21,947 +3,417	+18%	+$193K	0.09%	176
2024 Q1	$1.05M	Buy	18,530 +673	+4%	+$40.3K	0.08%	194
2023 Q4	$1.16M	Buy	17,857 +3,345	+23%	+$193K	0.1%	174
2023 Q3	$769K	Sell	14,512 -44	-0.3%	-$2.82K	0.07%	231
2023 Q2	$963K	Buy	14,556 +1,217	+9%	+$84.6K	0.09%	188
2023 Q1	$1.01M	Buy	+13,339	New	+$1.06M	0.1%	173
2022 Q3	$1.07M	Buy	15,665 +1,194	+8%	+$97.7K	0.12%	149
2022 Q2	$1.17M	Sell	14,471 -163	-1%	-$13.2K	0.13%	141
2022 Q1	$1.16M	Sell	14,634 -18	-0.1%	-$1.38K	0.11%	156
2021 Q4	$1.18M	Sell	14,652 -791	-5%	-$60.5K	0.11%	168
2021 Q3	$1.1M	Buy	15,443 +2,395	+18%	+$182K	0.12%	168
2021 Q2	$954K	Buy	13,048 +2,057	+19%	+$151K	0.1%	192
2021 Q1	$762K	Buy	10,991 +3,078	+39%	+$206K	0.09%	202
2020 Q4	$547K	Buy	7,913 +1,708	+28%	+$114K	0.07%	234
2020 Q3	$396K	Buy	6,205 +1,219	+24%	+$82.1K	0.06%	251
2020 Q2	$330K	Buy	+4,986	New	+$310K	0.05%	268
2020 Q1	–	Sell	-3,215	Closed	-$252K	–	383
2019 Q4	$252K	Buy	3,215 +81	+3%	+$6.79K	0.04%	298
2019 Q3	$275K	Sell	3,134 -710	-18%	-$60.5K	0.05%	280
2019 Q2	$305K	Sell	3,844 -442	-10%	-$35K	0.05%	278
2019 Q1	$531K	Buy	4,286 +335	+8%	+$24.1K	0.06%	265
2018 Q4	$254K	Sell	3,951 -49,063	-93%	-$3.19M	0.05%	285
2018 Q3	$760K	Sell	53,014 -13,697	-21%	-$882K	0.01%	783
2018 Q2	$995K	Buy	+66,711	New	+$4.23M	0.01%	779