Laird Norton Wetherby Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
+6,192
| New | +$386K | 0.02% | 648 |
|
|
2024
Q4 | $318K | Sell |
5,838
-1,745
| -23% | -$95.1K | 0.02% | 686 |
|
|
2024
Q3 | $472K | Buy |
7,583
+72
| +1% | +$4.49K | 0.02% | 581 |
|
|
2024
Q2 | $413K | Buy |
7,511
+280
| +4% | +$15.4K | 0.02% | 596 |
|
|
2024
Q1 | $408K | Sell |
7,231
-217
| -3% | -$12.2K | 0.02% | 625 |
|
|
2023
Q4 | $483K | Sell |
7,448
-462
| -6% | -$29.9K | 0.03% | 557 |
|
|
2023
Q3 | $419K | Buy |
7,910
+414
| +6% | +$21.9K | 0.02% | 576 |
|
|
2023
Q2 | $496K | Sell |
7,496
-128
| -2% | -$8.47K | 0.03% | 542 |
|
|
2023
Q1 | $578K | Buy |
7,624
+1,706
| +29% | +$129K | 0.03% | 483 |
|
|
2022
Q4 | $453K | Sell |
5,918
-2,208
| -27% | -$169K | 0.03% | 553 |
|
|
2022
Q3 | $556K | Buy |
8,126
+43
| +0.5% | +$2.94K | 0.04% | 456 |
|
|
2022
Q2 | $656K | Buy |
8,083
+5,493
| +212% | +$446K | 0.04% | 403 |
|
|
2022
Q1 | $205K | Sell |
2,590
-301
| -10% | -$23.8K | 0.01% | 849 |
|
|
2021
Q4 | $232K | Buy |
+2,891
| New | +$232K | 0.01% | 797 |
|
|
2020
Q2 | – | Sell |
-3,760
| Closed | -$214K | – | 753 |
|
|
2020
Q1 | $214K | Buy |
3,760
+844
| +29% | +$48K | 0.02% | 556 |
|
|
2019
Q4 | $229K | Sell |
2,916
-830
| -22% | -$65.2K | 0.02% | 623 |
|
|
2019
Q3 | $328K | Sell |
3,746
-313
| -8% | -$27.4K | 0.03% | 514 |
|
|
2019
Q2 | $323K | Buy |
4,059
+592
| +17% | +$47.1K | 0.04% | 512 |
|
|
2019
Q1 | $266K | Buy |
3,467
+301
| +10% | +$23.1K | 0.03% | 549 |
|
|
2018
Q4 | $203K | Buy |
+3,166
| New | +$203K | 0.03% | 586 |
|