Insight Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $264K | Buy |
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|
2025
Q4 | $249K | Buy |
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|
2025
Q3 | $261K | Hold |
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|
2025
Q2 | $241K | Hold |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $500K | Hold |
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|
2023
Q2 | $624K | Hold |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $768K | Hold |
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|
2022
Q3 | $686K | Hold |
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|
2022
Q2 | $815K | Sell |
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|
2022
Q1 | $810K | Hold |
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|
2021
Q4 | $822K | Hold |
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|
2021
Q3 | $731K | Hold |
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|
2021
Q2 | $747K | Sell |
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|
2021
Q1 | $756K | Sell |
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|
2020
Q4 | $775K | Hold |
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|
2020
Q3 | $716K | Hold |
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|
2020
Q2 | $743K | Hold |
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|
2020
Q1 | $638K | Sell |
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|
2019
Q4 | $889K | Buy |
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