Laird Norton Wetherby 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
Q3 | $415K | Sell |
|
|||||
|
2025
Q2 | $386K | Buy |
|
|||||
|
2024
Q4 | $318K | Sell |
|
|||||
|
2024
Q3 | $472K | Buy |
|
|||||
|
2024
Q2 | $413K | Buy |
|
|||||
|
2024
Q1 | $408K | Sell |
|
|||||
|
2023
Q4 | $483K | Sell |
|
|||||
|
2023
Q3 | $419K | Buy |
|
|||||
|
2023
Q2 | $496K | Sell |
|
|||||
|
2023
Q1 | $578K | Buy |
|
|||||
|
2022
Q4 | $453K | Sell |
|
|||||
|
2022
Q3 | $556K | Buy |
|
|||||
|
2022
Q2 | $656K | Buy |
|
|||||
|
2022
Q1 | $205K | Sell |
|
|||||
|
2021
Q4 | $232K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $214K | Buy |
|
|||||
|
2019
Q4 | $229K | Sell |
|
|||||
|
2019
Q3 | $328K | Sell |
|
|||||
|
2019
Q2 | $323K | Buy |
|
|||||
|
2019
Q1 | $266K | Buy |
|
|||||
|
2018
Q4 | $203K | Buy |
|