GeoWealth Management’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 | $274K | Buy |
4,389
+436
| +11% | +$27.2K | 0.01% | 564 |
|
|
2025
Q1 | $249K | Buy |
3,953
+189
| +5% | +$11.9K | 0.01% | 595 |
|
|
2024
Q4 | $205K | Sell |
3,764
-198
| -5% | -$10.8K | 0.01% | 759 |
|
|
2024
Q3 | $247K | Sell |
3,962
-1,441
| -27% | -$89.8K | 0.01% | 654 |
|
|
2024
Q2 | $297K | Sell |
5,403
-2,703
| -33% | -$149K | 0.01% | 578 |
|
|
2024
Q1 | $458K | Buy |
8,106
+3,587
| +79% | +$202K | 0.02% | 461 |
|
|
2023
Q4 | $293K | Buy |
+4,519
| New | +$293K | 0.02% | 418 |
|