Crestwood Advisors Group’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $492K | Buy |
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|
2025
Q2 | $447K | Buy |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $585K | Hold |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $702K | Buy |
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|
2022
Q1 | $645K | Sell |
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|
2021
Q4 | $657K | Hold |
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|
2021
Q3 | $585K | Hold |
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|
2021
Q2 | $597K | Hold |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $618K | Hold |
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|
2020
Q3 | $570K | Hold |
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|
2020
Q2 | $592K | Sell |
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|
2020
Q1 | $921K | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.43M | Buy |
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