LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Hold |
9,756
| – | – | 0.01% | 196 |
|
|
2025
Q1 | $596K | Sell |
9,756
-244
| -2% | -$14.9K | 0.01% | 194 |
|
|
2024
Q4 | $570K | Hold |
10,000
| – | – | ﹤0.01% | 206 |
|
|
2024
Q3 | $586K | Hold |
10,000
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $583K | Hold |
10,000
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $562K | Hold |
10,000
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $620K | Hold |
10,000
| – | – | 0.01% | 187 |
|
|
2023
Q3 | $554K | Sell |
10,000
-350
| -3% | -$19.4K | 0.01% | 187 |
|
|
2023
Q2 | $699K | Hold |
10,350
| – | – | 0.01% | 176 |
|
|
2023
Q1 | $802K | Hold |
10,350
| – | – | 0.01% | 165 |
|
|
2022
Q4 | $809K | Hold |
10,350
| – | – | 0.01% | 163 |
|
|
2022
Q3 | $722K | Hold |
10,350
| – | – | 0.01% | 165 |
|
|
2022
Q2 | $858K | Buy |
10,350
+350
| +4% | +$29K | 0.01% | 165 |
|
|
2022
Q1 | $808K | Hold |
10,000
| – | – | 0.01% | 179 |
|
|
2021
Q4 | $821K | Hold |
10,000
| – | – | 0.01% | 190 |
|
|
2021
Q3 | $730K | Hold |
10,000
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $746K | Sell |
10,000
-29
| -0.3% | -$2.16K | 0.01% | 192 |
|
|
2021
Q1 | $710K | Buy |
10,029
+29
| +0.3% | +$2.05K | 0.01% | 182 |
|
|
2020
Q4 | $706K | Hold |
10,000
| – | – | 0.01% | 176 |
|
|
2020
Q3 | $652K | Hold |
10,000
| – | – | 0.01% | 169 |
|
|
2020
Q2 | $677K | Hold |
10,000
| – | – | 0.01% | 161 |
|
|
2020
Q1 | $581K | Hold |
10,000
| – | – | 0.01% | 166 |
|
|
2019
Q4 | $800K | Hold |
10,000
| – | – | 0.01% | 170 |
|
|
2019
Q3 | $895K | Hold |
10,000
| – | – | 0.01% | 163 |
|
|
2019
Q2 | $812K | Hold |
10,000
| – | – | 0.01% | 169 |
|
|
2019
Q1 | $783K | Hold |
10,000
| – | – | 0.01% | 168 |
|
|
2018
Q4 | $653K | Hold |
10,000
| – | – | 0.01% | 178 |
|
|
2018
Q3 | $643K | Hold |
10,000
| – | – | 0.01% | 188 |
|
|
2018
Q2 | $664K | Sell |
10,000
-200
| -2% | -$13.3K | 0.01% | 186 |
|
|
2018
Q1 | $632K | Sell |
10,200
-4,873
| -32% | -$302K | 0.01% | 192 |
|
|
2017
Q4 | $1.04M | Sell |
15,073
-603
| -4% | -$41.6K | 0.02% | 163 |
|
|
2017
Q3 | $1.06M | Buy |
15,676
+11,022
| +237% | +$742K | 0.02% | 155 |
|
|
2017
Q2 | $319K | Sell |
4,654
-159
| -3% | -$10.9K | 0.01% | 229 |
|
|
2017
Q1 | $299K | Hold |
4,813
| – | – | 0.01% | 233 |
|
|
2016
Q4 | $284K | Sell |
4,813
-918
| -16% | -$54.2K | 0.01% | 237 |
|
|
2016
Q3 | $370K | Sell |
5,731
-495
| -8% | -$32K | 0.01% | 210 |
|
|
2016
Q2 | $432K | Hold |
6,226
| – | – | 0.01% | 195 |
|
|
2016
Q1 | $388K | Buy |
6,226
+1,865
| +43% | +$116K | 0.01% | 196 |
|
|
2015
Q4 | $257K | Sell |
4,361
-1,556
| -26% | -$91.7K | 0.01% | 244 |
|
|
2015
Q3 | $349K | Hold |
5,917
| – | – | 0.01% | 227 |
|
|
2015
Q2 | $349K | Sell |
5,917
-736
| -11% | -$43.4K | 0.01% | 227 |
|
|
2015
Q1 | $452K | Hold |
6,653
| – | – | 0.01% | 217 |
|
|
2014
Q4 | $466K | Sell |
6,653
-701
| -10% | -$49.1K | 0.01% | 208 |
|
|
2014
Q3 | $469K | Hold |
7,354
| – | – | 0.01% | 195 |
|
|
2014
Q2 | $474K | Hold |
7,354
| – | – | 0.01% | 196 |
|
|
2014
Q1 | $442K | Hold |
7,354
| – | – | 0.01% | 196 |
|
|
2013
Q4 | $451K | Hold |
7,354
| – | – | 0.01% | 192 |
|
|
2013
Q3 | $476K | Buy |
7,354
+1,250
| +20% | +$80.9K | 0.01% | 185 |
|
|
2013
Q2 | $404K | Buy |
+6,104
| New | +$404K | 0.01% | 206 |
|