Dudley Capital Management’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 | $635K | Buy |
10,175
+125
| +1% | +$7.8K | 0.32% | 70 |
|
|
2025
Q1 | $634K | Sell |
10,050
-750
| -7% | -$47.3K | 0.33% | 67 |
|
|
2024
Q4 | $588K | Buy |
10,800
+3,400
| +46% | +$185K | 0.3% | 66 |
|
|
2024
Q3 | $461K | Buy |
7,400
+500
| +7% | +$31.2K | 0.24% | 76 |
|
|
2024
Q2 | $380K | Hold |
6,900
| – | – | 0.21% | 80 |
|
|
2024
Q1 | $387K | Hold |
6,900
| – | – | 0.23% | 82 |
|
|
2023
Q4 | $447K | Sell |
6,900
-375
| -5% | -$24.3K | 0.29% | 71 |
|
|
2023
Q3 | $385K | Sell |
7,275
-255
| -3% | -$13.5K | 0.27% | 74 |
|
|
2023
Q2 | $498K | Sell |
7,530
-1,251
| -14% | -$82.8K | 0.34% | 68 |
|
|
2023
Q1 | $666K | Hold |
8,781
| – | – | 0.45% | 58 |
|
|
2022
Q4 | $672K | Buy |
+8,781
| New | +$672K | 0.47% | 57 |
|