EP Wealth Advisors’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
Q2 | $629K | Buy |
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|
2025
Q1 | $600K | Sell |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $879K | Sell |
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|
2022
Q3 | $899K | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $2.51M | Sell |
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|
2021
Q1 | $2.96M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $217K | Buy |
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