Inspirion Wealth Advisors’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
Q2 | $1.59M | Sell |
22,432
-167
| -0.7% | -$12.2K | 0.18% | 54 |
|
|
2026
Q1 | $1.54M | Sell |
22,599
-742
| -3% | -$52K | 0.19% | 52 |
|
|
2025
Q4 | $1.5M | Sell |
23,341
-10,838
| -32% | -$722K | 0.18% | 55 |
|
|
2025
Q3 | $2.13M | Buy |
34,179
+10,300
| +43% | +$674K | 0.3% | 35 |
|
|
2025
Q2 | $1.49M | Sell |
23,879
-2,421
| -9% | -$149K | 0.2% | 51 |
|
|
2025
Q1 | $1.66M | Sell |
26,300
-3,783
| -13% | -$224K | 0.23% | 42 |
|
|
2024
Q4 | $1.65M | Sell |
30,083
-4,096
| -12% | -$233K | 0.23% | 41 |
|
|
2024
Q3 | $2.13M | Sell |
34,179
-2,208
| -6% | -$131K | 0.3% | 35 |
|
|
2024
Q2 | $2M | Sell |
36,387
-974
| -3% | -$54.9K | 0.31% | 36 |
|
|
2024
Q1 | $2.11M | Sell |
37,361
-2,549
| -6% | -$153K | 0.35% | 35 |
|
|
2023
Q4 | $2.63M | Sell |
39,910
-13,335
| -25% | -$768K | 0.47% | 30 |
|
|
2023
Q3 | $2.82M | Sell |
53,245
-3,240
| -6% | -$208K | 0.55% | 30 |
|
|
2023
Q2 | $3.74M | Sell |
56,485
-570
| -1% | -$39.6K | 0.72% | 24 |
|
|
2023
Q1 | $4.33M | Sell |
57,055
-1,575
| -3% | -$125K | 0.87% | 22 |
|
|
2022
Q4 | $4.49M | Sell |
58,630
-5,125
| -8% | -$385K | 0.95% | 24 |
|
|
2022
Q3 | $4.36M | Sell |
63,755
-1,003
| -2% | -$82.1K | 0.98% | 23 |
|
|
2022
Q2 | $5.25M | Sell |
64,758
-858
| -1% | -$69.2K | 1.15% | 21 |
|
|
2022
Q1 | $5.2M | Sell |
65,616
-1,839
| -3% | -$141K | 1.06% | 20 |
|
|
2021
Q4 | $5.42M | Sell |
67,455
-3,476
| -5% | -$266K | 1.14% | 18 |
|
|
2021
Q3 | $5.07M | Sell |
70,931
-109
| -0.2% | -$8.3K | 1.17% | 19 |
|
|
2021
Q2 | $5.19M | Sell |
71,040
-1,314
| -2% | -$96.2K | 1.28% | 17 |
|
|
2021
Q1 | $5.01M | Sell |
72,354
-1,007
| -1% | -$67.5K | 1.33% | 17 |
|
|
2020
Q4 | $5.07M | Sell |
73,361
-2,638
| -3% | -$176K | 1.43% | 15 |
|
|
2020
Q3 | $4.85M | Sell |
75,999
-1,008
| -1% | -$67.9K | 1.67% | 13 |
|
|
2020
Q2 | $5.1M | Sell |
77,007
-6,849
| -8% | -$425K | 2% | 12 |
|
|
2020
Q1 | $4.77M | Sell |
83,856
-5,345
| -6% | -$405K | 2.35% | 11 |
|
|
2019
Q4 | $6.99M | Sell |
89,201
-7,693
| -8% | -$645K | 2.36% | 12 |
|
|
2019
Q3 | $8.49M | Sell |
96,894
-5,103
| -5% | -$435K | 3.72% | 10 |
|
|
2019
Q2 | $8.11M | Sell |
101,997
-8,954
| -8% | -$709K | 3.5% | 10 |
|
|
2019
Q1 | $8.51M | Sell |
110,951
-8,917
| -7% | -$642K | 3.77% | 10 |
|
|
2018
Q4 | $7.67M | Buy |
119,868
+85,024
| +244% | +$5.53M | 3.83% | 10 |
|
|
2018
Q3 | $2.19M | Sell |
34,844
-458
| -1% | -$29.5K | 0.93% | 20 |
|
|
2018
Q2 | $2.29M | Hold |
35,302
| – | – | 1.08% | 16 |
|
|
2018
Q1 | $2.14M | Sell |
35,302
-102
| -0.3% | -$6.28K | 1.05% | 18 |
|
|
2017
Q4 | $2.39M | Sell |
35,404
-560
| -2% | -$38.3K | 1.16% | 15 |
|
|
2017
Q3 | $2.37M | Sell |
35,964
-147
| -0.4% | -$9.78K | 1.2% | 15 |
|
|
2017
Q2 | $2.33M | Sell |
36,111
-204
| -0.6% | -$12.9K | 1.27% | 14 |
|
|
2017
Q1 | $2.21M | Sell |
36,315
-366
| -1% | -$22.2K | 1.25% | 15 |
|
|
2016
Q4 | $2.12M | Hold |
36,681
| – | – | 1.35% | 15 |
|
|
2016
Q3 | $2.32M | Sell |
36,681
-873
| -2% | -$58.3K | 1.5% | 13 |
|
|
2016
Q2 | $2.55M | Buy |
37,554
+858
| +2% | +$53.9K | 1.67% | 12 |
|
|
2016
Q1 | $2.24M | Hold |
36,696
| – | – | 1.57% | 14 |
|
|
2015
Q4 | $2.12M | Sell |
36,696
-622
| -2% | -$37.3K | 1.56% | 12 |
|
|
2015
Q3 | $2.11M | Sell |
37,318
-881
| -2% | -$51.3K | 1.67% | 11 |
|
|
2015
Q2 | $2.21M | Sell |
38,199
-475
| -1% | -$29.7K | 1.63% | 14 |
|
|
2015
Q1 | $2.58M | Sell |
38,674
-7,559
| -16% | -$519K | 2.07% | 12 |
|
|
2014
Q4 | $3.17M | Buy |
+46,233
| New | +$3.05M | 2.94% | 10 |
|
Other funds holding WPC
TA
AWM
DC
AAA
SSWM
YIH
QCM