EP Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
10,080
+581
| +6% | +$36.2K | ﹤0.01% | 700 |
|
|
2025
Q1 | $600K | Sell |
9,499
-3,138
| -25% | -$198K | ﹤0.01% | 645 |
|
|
2024
Q4 | $688K | Buy |
12,637
+4,088
| +48% | +$223K | 0.01% | 595 |
|
|
2024
Q3 | $533K | Buy |
8,549
+3,329
| +64% | +$207K | ﹤0.01% | 669 |
|
|
2024
Q2 | $287K | Sell |
5,220
-254
| -5% | -$14K | ﹤0.01% | 670 |
|
|
2024
Q1 | $309K | Buy |
5,474
+426
| +8% | +$24K | ﹤0.01% | 617 |
|
|
2023
Q4 | $327K | Sell |
5,048
-755
| -13% | -$48.9K | ﹤0.01% | 593 |
|
|
2023
Q3 | $307K | Sell |
5,803
-621,764
| -99% | -$32.9M | ﹤0.01% | 554 |
|
|
2023
Q2 | $454K | Buy |
627,567
+602,848
| +2,439% | +$436K | 0.01% | 483 |
|
|
2023
Q1 | $1.57M | Buy |
24,719
+13,233
| +115% | +$838K | 0.03% | 246 |
|
|
2022
Q4 | $879K | Sell |
11,486
-1,662
| -13% | -$127K | 0.02% | 299 |
|
|
2022
Q3 | $899K | Sell |
13,148
-2,236
| -15% | -$153K | 0.02% | 245 |
|
|
2022
Q2 | $1.25M | Buy |
15,384
+425
| +3% | +$34.5K | 0.03% | 236 |
|
|
2022
Q1 | $1.18M | Sell |
14,959
-1,446
| -9% | -$114K | 0.03% | 253 |
|
|
2021
Q4 | $1.32M | Sell |
16,405
-1,442
| -8% | -$116K | 0.03% | 227 |
|
|
2021
Q3 | $1.28M | Sell |
17,847
-16,536
| -48% | -$1.18M | 0.04% | 212 |
|
|
2021
Q2 | $2.51M | Sell |
34,383
-8,306
| -19% | -$607K | 0.07% | 161 |
|
|
2021
Q1 | $2.96M | Buy |
+42,689
| New | +$2.96M | 0.09% | 136 |
|
|
2019
Q1 | – | Sell |
-3,387
| Closed | -$217K | – | 290 |
|
|
2018
Q4 | $217K | Buy |
+3,387
| New | +$217K | 0.02% | 235 |
|