Keudell/Morrison Wealth Management’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
Q2 | $258K | Sell |
|
|||||
|
2025
Q1 | $281K | Buy |
|
|||||
|
2024
Q4 | $223K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $260K | Buy |
|
|||||
|
2023
Q2 | $315K | Buy |
|
|||||
|
2023
Q1 | $340K | Sell |
|
|||||
|
2022
Q4 | $354K | Sell |
|
|||||
|
2022
Q3 | $328K | Buy |
|
|||||
|
2022
Q2 | $368K | Sell |
|
|||||
|
2022
Q1 | $589K | Buy |
|
|||||
|
2021
Q4 | $283K | Buy |
|
|||||
|
2021
Q3 | $228K | Buy |
|
|||||
|
2021
Q2 | $222K | Buy |
|
|||||
|
2021
Q1 | $203K | Buy |
|