Frank Rimerman Advisors’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 | $1.4M | Buy |
22,431
+3,122
| +16% | +$195K | 0.09% | 164 |
|
|
2025
Q1 | $1.22M | Buy |
19,309
+11,905
| +161% | +$751K | 0.1% | 175 |
|
|
2024
Q4 | $403K | Buy |
7,404
+137
| +2% | +$7.46K | 0.03% | 351 |
|
|
2024
Q3 | $453K | Sell |
7,267
-9,614
| -57% | -$599K | 0.03% | 347 |
|
|
2024
Q2 | $929K | Buy |
+16,881
| New | +$929K | 0.07% | 233 |
|