Jones Financial Companies’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 | $965K | Buy |
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|
2025
Q2 | $616K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $169K | Buy |
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|
2024
Q3 | $122K | Buy |
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|
2024
Q2 | $62.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $37.9K | Buy |
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|
2022
Q4 | $25K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $296K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $16K | Hold |
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|
2013
Q2 | $16K | Buy |
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