Keudell/Morrison Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
4,128
-332
| -7% | -$20.7K | 0.06% | 187 |
|
|
2025
Q1 | $281K | Buy |
4,460
+368
| +9% | +$23.2K | 0.07% | 165 |
|
|
2024
Q4 | $223K | Buy |
+4,092
| New | +$223K | 0.06% | 197 |
|
|
2023
Q4 | – | Sell |
-4,901
| Closed | -$260K | – | 196 |
|
|
2023
Q3 | $260K | Buy |
4,901
+146
| +3% | +$7.73K | 0.08% | 155 |
|
|
2023
Q2 | $315K | Buy |
4,755
+269
| +6% | +$17.8K | 0.09% | 145 |
|
|
2023
Q1 | $340K | Sell |
4,486
-143
| -3% | -$10.8K | 0.1% | 130 |
|
|
2022
Q4 | $354K | Sell |
4,629
-165
| -3% | -$12.6K | 0.11% | 122 |
|
|
2022
Q3 | $328K | Buy |
4,794
+257
| +6% | +$17.6K | 0.12% | 123 |
|
|
2022
Q2 | $368K | Sell |
4,537
-2,892
| -39% | -$235K | 0.13% | 117 |
|
|
2022
Q1 | $589K | Buy |
7,429
+3,907
| +111% | +$310K | 0.25% | 89 |
|
|
2021
Q4 | $283K | Buy |
3,522
+334
| +10% | +$26.8K | 0.11% | 148 |
|
|
2021
Q3 | $228K | Buy |
3,188
+157
| +5% | +$11.2K | 0.1% | 161 |
|
|
2021
Q2 | $222K | Buy |
3,031
+101
| +3% | +$7.4K | 0.12% | 157 |
|
|
2021
Q1 | $203K | Buy |
+2,930
| New | +$203K | 0.12% | 160 |
|