HPM
Hudson Portfolio Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
8,167
| – | – | 0.48% | 65 |
|
|
2025
Q1 | $515K | Hold |
8,167
| – | – | 0.49% | 66 |
|
|
2024
Q4 | $445K | Sell |
8,167
-1,565
| -16% | -$85.3K | 0.44% | 71 |
|
|
2024
Q3 | $606K | Buy |
+9,732
| New | +$606K | 0.6% | 60 |
|
|
2023
Q4 | $640K | Sell |
9,882
-725
| -7% | -$47K | 0.69% | 49 |
|
|
2023
Q3 | $574K | Hold |
10,607
| – | – | 0.65% | 51 |
|
|
2023
Q2 | $717K | Hold |
10,607
| – | – | 0.78% | 46 |
|
|
2023
Q1 | $822K | Sell |
10,607
-170
| -2% | -$13.2K | 0.92% | 40 |
|
|
2022
Q4 | $842K | Hold |
10,777
| – | – | 0.93% | 43 |
|
|
2022
Q3 | $752K | Sell |
10,777
-41
| -0.4% | -$2.86K | 0.89% | 42 |
|
|
2022
Q2 | $896K | Sell |
10,818
-27
| -0.2% | -$2.24K | 0.93% | 42 |
|
|
2022
Q1 | $877K | Hold |
10,845
| – | – | 0.77% | 47 |
|
|
2021
Q4 | $889K | Sell |
10,845
-75
| -0.7% | -$6.15K | 0.79% | 43 |
|
|
2021
Q3 | $797K | Sell |
10,920
-60
| -0.5% | -$4.38K | 0.73% | 50 |
|
|
2021
Q2 | $819K | Sell |
10,980
-150
| -1% | -$11.2K | 0.75% | 49 |
|
|
2021
Q1 | $787K | Buy |
+11,130
| New | +$787K | 0.76% | 50 |
|