Hilltop Holdings’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 | $469K | Buy |
7,525
+417
| +6% | +$26K | 0.03% | 535 |
|
|
2025
Q1 | $449K | Buy |
7,108
+1,832
| +35% | +$116K | 0.03% | 550 |
|
|
2024
Q4 | $287K | Buy |
5,276
+606
| +13% | +$33K | 0.02% | 677 |
|
|
2024
Q3 | $291K | Buy |
+4,670
| New | +$291K | 0.02% | 664 |
|
|
2023
Q2 | – | Sell |
-3,969
| Closed | -$301K | – | 605 |
|
|
2023
Q1 | $301K | Buy |
3,969
+626
| +19% | +$47.5K | 0.04% | 393 |
|
|
2022
Q4 | $256K | Buy |
3,343
+51
| +2% | +$3.9K | 0.03% | 418 |
|
|
2022
Q3 | $225K | Buy |
3,292
+485
| +17% | +$33.1K | 0.03% | 434 |
|
|
2022
Q2 | $228K | Buy |
+2,807
| New | +$228K | 0.03% | 445 |
|
|
2022
Q1 | – | Sell |
-4,077
| Closed | -$328K | – | 632 |
|
|
2021
Q4 | $328K | Buy |
+4,077
| New | +$328K | 0.03% | 443 |
|