Johnson Financial Group Inc (Wisconsin)’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 | $133K | Buy |
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|
2025
Q2 | $48.5K | Sell |
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|
2025
Q1 | $94.8K | Buy |
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|
2024
Q4 | $15.1K | Hold |
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|
2024
Q3 | $17.1K | Hold |
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|
2024
Q2 | $15.1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $55K | Hold |
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|
2020
Q2 | $58K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $68K | Hold |
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|
2019
Q3 | $76K | Sell |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $80K | Sell |
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|
2018
Q4 | $79K | Buy |
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|
2018
Q3 | $55K | Hold |
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|
2018
Q2 | $56K | Hold |
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|
2018
Q1 | $53K | Hold |
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|
2017
Q4 | $59K | Hold |
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|
2017
Q3 | $57K | Hold |
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|
2017
Q2 | $56K | Hold |
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|
2017
Q1 | $53K | Hold |
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|
2016
Q4 | $50K | Hold |
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|
2016
Q3 | $55K | Hold |
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|
2016
Q2 | $59K | Hold |
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|
2016
Q1 | $53K | Hold |
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|
2015
Q4 | $50K | Sell |
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|
2015
Q3 | $60K | Buy |
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|
2015
Q2 | $50K | Hold |
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|
2015
Q1 | $58K | Hold |
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|
2014
Q4 | $60K | Hold |
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|
2014
Q3 | $54K | Hold |
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|
2014
Q2 | $55K | Sell |
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|
2014
Q1 | $100K | Hold |
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|
2013
Q4 | $102K | Hold |
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|
2013
Q3 | $108K | Buy |
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|
2013
Q2 | $108K | Buy |
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