FMP

Financial Management Professionals’s W.P. Carey WPC Stock Holding History

Financial Management Professionals’s Portfolio WPC Stock Details WPC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44K	Hold	696	–	–	0.01%	270
2025 Q1	$43.9K	Hold	696	–	–	0.01%	280
2024 Q4	$37.9K	Sell	696 -510	-42%	-$27.8K	﹤0.01%	308
2024 Q3	$75K	Sell	1,206 -294	-20%	-$18.3K	0.01%	217
2024 Q2	$83K	Buy	1,500 +17	+1%	+$941	0.01%	210
2024 Q1	$84K	Sell	1,483 -9	-0.6%	-$510	0.01%	218
2023 Q4	$97K	Buy	1,492 +9	+0.6%	+$585	0.02%	186
2023 Q3	$80K	Hold	1,483	–	–	0.01%	194
2023 Q2	$100K	Hold	1,483	–	–	0.02%	187
2023 Q1	$115K	Hold	1,483	–	–	0.02%	180
2022 Q4	$116K	Hold	1,483	–	–	0.02%	145
2022 Q3	$104K	Hold	1,483	–	–	0.02%	146
2022 Q2	$123K	Hold	1,483	–	–	0.03%	138
2022 Q1	$120K	Hold	1,483	–	–	0.03%	146
2021 Q4	$122K	Hold	1,483	–	–	0.03%	140
2021 Q3	$108K	Hold	1,483	–	–	0.02%	142
2021 Q2	$111K	Hold	1,483	–	–	0.03%	135
2021 Q1	$105K	Hold	1,483	–	–	0.03%	129
2020 Q4	$105K	Hold	1,483	–	–	0.03%	114
2020 Q3	$97K	Hold	1,483	–	–	0.03%	109
2020 Q2	$100K	Hold	1,483	–	–	0.03%	100
2020 Q1	$86K	Hold	1,483	–	–	0.04%	63
2019 Q4	$119K	Hold	1,483	–	–	0.04%	63
2019 Q3	$133K	Buy	+1,483	New	+$133K	0.05%	60
2019 Q2	–	Hold	0	–	–	–	61
2019 Q1	–	Hold	0	–	–	–	58
2018 Q4	–	Hold	0	–	–	–	55
2018 Q3	–	Hold	0	–	–	–	136
2018 Q2	–	Sell	-294	Closed	-$18K	–	136
2018 Q1	$18K	Hold	294	–	–	0.01%	139
2017 Q4	$20K	Hold	294	–	–	0.01%	114
2017 Q3	$19K	Hold	294	–	–	0.01%	111
2017 Q2	$19K	Hold	294	–	–	0.01%	126
2017 Q1	$18K	Hold	294	–	–	0.01%	129
2016 Q4	$17K	Hold	294	–	–	0.01%	131
2016 Q3	$18K	Hold	294	–	–	0.01%	142
2016 Q2	$20K	Hold	294	–	–	0.01%	138
2016 Q1	$18K	Hold	294	–	–	0.01%	113
2015 Q4	$17K	Hold	294	–	–	0.01%	118
2015 Q3	$17K	Hold	294	–	–	0.01%	130
2015 Q2	$17K	Hold	294	–	–	0.01%	137
2015 Q1	$20K	Hold	294	–	–	0.01%	131
2014 Q4	$21K	Hold	294	–	–	0.01%	144
2014 Q3	$18K	Hold	294	–	–	0.01%	139
2014 Q2	$18K	Hold	294	–	–	0.01%	139
2014 Q1	$18K	Buy	+294	New	+$18K	0.01%	136