High Net Worth Advisory Group’s W.P. Carey WPC Stock Holding History

High Net Worth Advisory Group’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Hold
2025 Q2	$235K	Hold
2025 Q1	$238K	Buy
2023 Q1	–	Sell
2022 Q4	$58.4K	Hold
2022 Q3	$52K	Hold
2022 Q2	$62K	Hold
2022 Q1	$60K	Hold
2021 Q4	$61K	Buy