Herold Advisors’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 | $362K | Sell |
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|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $2.07M | Sell |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2.07M | Buy |
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