HM Payson & Co’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 | $202K | Hold |
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|
2025
Q2 | $187K | Hold |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $163K | Hold |
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|
2024
Q3 | $186K | Hold |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $197K | Hold |
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|
2021
Q2 | $201K | Hold |
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|
2021
Q1 | $191K | Hold |
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|
2020
Q4 | $191K | Sell |
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|
2020
Q3 | $189K | Buy |
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|
2020
Q2 | $149K | Sell |
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|
2020
Q1 | $234K | Hold |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $361K | Hold |
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|
2019
Q2 | $327K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Sell |
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|
2018
Q2 | $222K | Hold |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q4 | $230K | Buy |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $325K | Hold |
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|
2017
Q1 | $305K | Hold |
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|
2016
Q4 | $290K | Hold |
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|
2016
Q3 | $317K | Hold |
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|
2016
Q2 | $341K | Buy |
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|
2016
Q1 | $301K | Hold |
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|
2015
Q4 | $286K | Hold |
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|
2015
Q3 | $280K | Hold |
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|
2015
Q2 | $285K | Hold |
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|
2015
Q1 | $329K | Sell |
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|
2014
Q4 | $424K | Buy |
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|
2014
Q3 | $269K | Sell |
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|
2014
Q2 | $301K | Buy |
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|
2014
Q1 | $253K | Hold |
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|
2013
Q4 | $258K | Hold |
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|
2013
Q3 | $273K | Hold |
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|
2013
Q2 | $279K | Buy |
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