JWM
Jeppson Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
22,040
+327
| +2% | +$20.4K | 0.48% | 54 |
|
|
2025
Q1 | $1.37M | Sell |
21,713
-343
| -2% | -$21.6K | 0.5% | 53 |
|
|
2024
Q4 | $1.2M | Sell |
22,056
-29
| -0.1% | -$1.58K | 0.44% | 59 |
|
|
2024
Q3 | $1.38M | Buy |
22,085
+480
| +2% | +$29.9K | 0.49% | 54 |
|
|
2024
Q2 | $1.19M | Buy |
21,605
+3,269
| +18% | +$180K | 0.45% | 57 |
|
|
2024
Q1 | $1.03M | Sell |
18,336
-2,464
| -12% | -$139K | 0.4% | 67 |
|
|
2023
Q4 | $1.35M | Sell |
20,800
-267
| -1% | -$17.3K | 0.56% | 51 |
|
|
2023
Q3 | $1.14M | Buy |
21,067
+5,266
| +33% | +$285K | 0.52% | 50 |
|
|
2023
Q2 | $1.07M | Buy |
15,801
+2,859
| +22% | +$193K | 0.46% | 57 |
|
|
2023
Q1 | $1M | Buy |
12,942
+1,506
| +13% | +$117K | 0.44% | 63 |
|
|
2022
Q4 | $894K | Buy |
11,436
+430
| +4% | +$33.6K | 0.38% | 63 |
|
|
2022
Q3 | $768K | Sell |
11,006
-50
| -0.5% | -$3.49K | 0.35% | 67 |
|
|
2022
Q2 | $916K | Buy |
+11,056
| New | +$916K | 0.39% | 62 |
|