Financial Management Professionals’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 | $47.7K | Hold |
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|
2025
Q2 | $44K | Hold |
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|
2025
Q1 | $43.9K | Hold |
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|
2024
Q4 | $37.9K | Sell |
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|
2024
Q3 | $75K | Sell |
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|
2024
Q2 | $83K | Buy |
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|
2024
Q1 | $84K | Sell |
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|
2023
Q4 | $97K | Sell |
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|
2023
Q3 | $80K | Hold |
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|
2023
Q2 | $100K | Hold |
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|
2023
Q1 | $115K | Hold |
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|
2022
Q4 | $116K | Hold |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $120K | Hold |
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|
2021
Q4 | $122K | Hold |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $111K | Hold |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $86K | Hold |
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|
2019
Q4 | $119K | Hold |
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|
2019
Q3 | $133K | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $17K | Hold |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $18K | Hold |
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|
2015
Q4 | $17K | Hold |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $18K | Hold |
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|
2014
Q2 | $18K | Hold |
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|
2014
Q1 | $18K | Buy |
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