Crawford Investment Counsel’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 | $7.29M | Sell |
116,867
-4,402
| -4% | -$275K | 0.13% | 127 |
|
|
2025
Q1 | $7.65M | Sell |
121,269
-1,262
| -1% | -$79.6K | 0.14% | 125 |
|
|
2024
Q4 | $6.68M | Sell |
122,531
-1,614
| -1% | -$87.9K | 0.12% | 131 |
|
|
2024
Q3 | $7.73M | Buy |
124,145
+5,461
| +5% | +$340K | 0.13% | 123 |
|
|
2024
Q2 | $6.53M | Sell |
118,684
-1,778
| -1% | -$97.9K | 0.12% | 122 |
|
|
2024
Q1 | $6.8M | Buy |
120,462
+1,975
| +2% | +$111K | 0.13% | 118 |
|
|
2023
Q4 | $7.68M | Buy |
118,487
+47,693
| +67% | +$3.09M | 0.15% | 100 |
|
|
2023
Q3 | $3.75M | Sell |
70,794
-1,398
| -2% | -$74K | 0.08% | 140 |
|
|
2023
Q2 | $4.78M | Buy |
72,192
+22,832
| +46% | +$1.51M | 0.1% | 129 |
|
|
2023
Q1 | $3.74M | Sell |
49,360
-48,354
| -49% | -$3.67M | 0.08% | 143 |
|
|
2022
Q4 | $7.48M | Sell |
97,714
-188,947
| -66% | -$14.5M | 0.16% | 90 |
|
|
2022
Q3 | $19.6M | Sell |
286,661
-1,495
| -0.5% | -$102K | 0.46% | 57 |
|
|
2022
Q2 | $23.4M | Buy |
288,156
+17,807
| +7% | +$1.45M | 0.52% | 51 |
|
|
2022
Q1 | $21.4M | Buy |
270,349
+19,226
| +8% | +$1.52M | 0.41% | 60 |
|
|
2021
Q4 | $20.2M | Buy |
251,123
+7,117
| +3% | +$572K | 0.38% | 61 |
|
|
2021
Q3 | $17.5M | Buy |
244,006
+10,482
| +4% | +$750K | 0.36% | 63 |
|
|
2021
Q2 | $17.1M | Buy |
233,524
+23,407
| +11% | +$1.71M | 0.35% | 64 |
|
|
2021
Q1 | $14.6M | Buy |
210,117
+144,630
| +221% | +$10M | 0.33% | 70 |
|
|
2020
Q4 | $4.53M | Buy |
65,487
+24,157
| +58% | +$1.67M | 0.11% | 118 |
|
|
2020
Q3 | $2.64M | Buy |
+41,330
| New | +$2.64M | 0.07% | 147 |
|