Larson Financial Group’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 | $154K | Sell |
2,473
-1,680
| -40% | -$105K | 0.01% | 712 |
|
|
2025
Q1 | $262K | Sell |
4,153
-2
| -0% | -$126 | 0.01% | 567 |
|
|
2024
Q4 | $226K | Buy |
4,155
+58
| +1% | +$3.16K | 0.01% | 535 |
|
|
2024
Q3 | $255K | Buy |
4,097
+60
| +1% | +$3.74K | 0.01% | 512 |
|
|
2024
Q2 | $222K | Buy |
4,037
+165
| +4% | +$9.08K | 0.02% | 432 |
|
|
2024
Q1 | $219K | Sell |
3,872
-341
| -8% | -$19.2K | 0.02% | 384 |
|
|
2023
Q4 | $273K | Buy |
4,213
+174
| +4% | +$11.3K | 0.02% | 285 |
|
|
2023
Q3 | $214K | Buy |
4,039
+108
| +3% | +$5.72K | 0.02% | 315 |
|
|
2023
Q2 | $260K | Buy |
3,931
+133
| +4% | +$8.8K | 0.03% | 275 |
|
|
2023
Q1 | $288K | Buy |
3,798
+20
| +0.5% | +$1.52K | 0.03% | 271 |
|
|
2022
Q4 | $289K | Buy |
3,778
+24
| +0.6% | +$1.84K | 0.03% | 250 |
|
|
2022
Q3 | $257K | Sell |
3,754
-46
| -1% | -$3.15K | 0.04% | 245 |
|
|
2022
Q2 | $308K | Buy |
3,800
+19
| +0.5% | +$1.54K | 0.05% | 143 |
|
|
2022
Q1 | $299K | Buy |
3,781
+21
| +0.6% | +$1.66K | 0.05% | 159 |
|
|
2021
Q4 | $302K | Buy |
+3,760
| New | +$302K | 0.05% | 164 |
|