Diligent Investors’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 | $673K | Sell |
10,793
-253
| -2% | -$15.8K | 0.16% | 159 |
|
2025
Q1 | $697K | Sell |
11,046
-17
| -0.2% | -$1.07K | 0.17% | 157 |
|
2024
Q4 | $603K | Buy |
11,063
+74
| +0.7% | +$4.03K | 0.14% | 180 |
|
2024
Q3 | $685K | Buy |
10,989
+174
| +2% | +$10.8K | 0.16% | 162 |
|
2024
Q2 | $595K | Buy |
10,815
+78
| +0.7% | +$4.29K | 0.15% | 165 |
|
2024
Q1 | $606K | Buy |
10,737
+63
| +0.6% | +$3.56K | 0.15% | 166 |
|
2023
Q4 | $692K | Sell |
10,674
-1,157
| -10% | -$75K | 0.19% | 138 |
|
2023
Q3 | $627K | Buy |
11,831
+6,939
| +142% | +$368K | 0.19% | 140 |
|
2023
Q2 | $324K | Buy |
4,892
+13
| +0.3% | +$860 | 0.1% | 206 |
|
2023
Q1 | $370K | Buy |
4,879
+9
| +0.2% | +$683 | 0.11% | 181 |
|
2022
Q4 | $373K | Buy |
4,870
+11
| +0.2% | +$842 | 0.12% | 180 |
|
2022
Q3 | $332K | Sell |
4,859
-42
| -0.9% | -$2.87K | 0.12% | 174 |
|
2022
Q2 | $398K | Buy |
4,901
+9
| +0.2% | +$731 | 0.14% | 163 |
|
2022
Q1 | $387K | Sell |
4,892
-705
| -13% | -$55.8K | 0.11% | 182 |
|
2021
Q4 | $450K | Buy |
5,597
+18
| +0.3% | +$1.45K | 0.13% | 159 |
|
2021
Q3 | $408K | Hold |
5,579
| – | – | 0.14% | 145 |
|
2021
Q2 | $408K | Buy |
5,579
+10
| +0.2% | +$731 | 0.14% | 146 |
|
2021
Q1 | $386K | Sell |
5,569
-91
| -2% | -$6.31K | 0.14% | 149 |
|
2020
Q4 | $391K | Sell |
5,660
-3,057
| -35% | -$211K | 0.16% | 136 |
|
2020
Q3 | $556K | Sell |
8,717
-444
| -5% | -$28.3K | 0.25% | 92 |
|
2020
Q2 | $607K | Buy |
9,161
+60
| +0.7% | +$3.98K | 0.3% | 80 |
|
2020
Q1 | $518K | Buy |
9,101
+45
| +0.5% | +$2.56K | 0.31% | 77 |
|
2019
Q4 | $710K | Sell |
9,056
-10
| -0.1% | -$784 | 0.32% | 79 |
|
2019
Q3 | $795K | Sell |
9,066
-265
| -3% | -$23.2K | 0.39% | 73 |
|
2019
Q2 | $742K | Buy |
9,331
+45
| +0.5% | +$3.58K | 0.37% | 76 |
|
2019
Q1 | $712K | Sell |
9,286
-153
| -2% | -$11.7K | 0.41% | 71 |
|
2018
Q4 | $604K | Buy |
9,439
+53
| +0.6% | +$3.39K | 0.4% | 76 |
|
2018
Q3 | $591K | Buy |
9,386
+51
| +0.5% | +$3.21K | 0.32% | 84 |
|
2018
Q2 | $607K | Buy |
9,335
+52
| +0.6% | +$3.38K | 0.37% | 79 |
|
2018
Q1 | $564K | Buy |
9,283
+49
| +0.5% | +$2.98K | 0.34% | 83 |
|
2017
Q4 | $623K | Buy |
9,234
+46
| +0.5% | +$3.1K | 0.4% | 79 |
|
2017
Q3 | $606K | Sell |
9,188
-57
| -0.6% | -$3.76K | 0.44% | 61 |
|
2017
Q2 | $598K | Buy |
9,245
+48
| +0.5% | +$3.11K | 0.42% | 63 |
|
2017
Q1 | $560K | Buy |
9,197
+48
| +0.5% | +$2.92K | 0.43% | 64 |
|
2016
Q4 | $528K | Buy |
9,149
+47
| +0.5% | +$2.71K | 0.42% | 68 |
|
2016
Q3 | $577K | Sell |
9,102
-598
| -6% | -$37.9K | 0.47% | 57 |
|
2016
Q2 | $659K | Buy |
9,700
+45
| +0.5% | +$3.06K | 0.63% | 45 |
|
2016
Q1 | $589K | Buy |
9,655
+48
| +0.5% | +$2.93K | 0.64% | 45 |
|
2015
Q4 | $555K | Sell |
9,607
-204
| -2% | -$11.8K | 0.63% | 49 |
|
2015
Q3 | $609K | Buy |
9,811
+239
| +2% | +$14.8K | 0.65% | 47 |
|
2015
Q2 | $567K | Buy |
9,572
+2,425
| +34% | +$144K | 0.59% | 50 |
|
2015
Q1 | $447K | Buy |
+7,147
| New | +$447K | 0.46% | 66 |
|