HB Wealth 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 | $688K | Sell |
11,028
-6,749
| -38% | -$421K | 0.01% | 626 |
|
|
2025
Q1 | $1.12M | Buy |
17,777
+2,511
| +16% | +$158K | 0.01% | 497 |
|
|
2024
Q4 | $832K | Buy |
15,266
+2,732
| +22% | +$149K | 0.01% | 454 |
|
|
2024
Q3 | $781K | Buy |
12,534
+115
| +0.9% | +$7.17K | 0.01% | 443 |
|
|
2024
Q2 | $684K | Buy |
12,419
+8,843
| +247% | +$487K | 0.01% | 450 |
|
|
2024
Q1 | $202K | Buy |
3,576
+208
| +6% | +$11.7K | ﹤0.01% | 793 |
|
|
2023
Q4 | $218K | Buy |
+3,368
| New | +$218K | ﹤0.01% | 713 |
|
|
2022
Q3 | – | Sell |
-3,137
| Closed | -$255K | – | 621 |
|
|
2022
Q2 | $255K | Sell |
3,137
-700
| -18% | -$56.9K | 0.01% | 483 |
|
|
2022
Q1 | $304K | Buy |
+3,837
| New | +$304K | 0.01% | 450 |
|