Loring Wolcott & Coolidge Fiduciary Advisors’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 | $662K | Hold |
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|
2025
Q2 | $609K | Hold |
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|
2025
Q1 | $596K | Sell |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $586K | Hold |
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|
2024
Q2 | $583K | Hold |
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|
2024
Q1 | $562K | Hold |
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|
2023
Q4 | $620K | Sell |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $699K | Hold |
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|
2023
Q1 | $802K | Hold |
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|
2022
Q4 | $809K | Hold |
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|
2022
Q3 | $722K | Hold |
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|
2022
Q2 | $858K | Buy |
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|
2022
Q1 | $808K | Hold |
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|
2021
Q4 | $821K | Hold |
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|
2021
Q3 | $730K | Hold |
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|
2021
Q2 | $746K | Sell |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $706K | Hold |
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|
2020
Q3 | $652K | Hold |
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|
2020
Q2 | $677K | Hold |
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|
2020
Q1 | $581K | Hold |
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|
2019
Q4 | $800K | Hold |
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|
2019
Q3 | $895K | Hold |
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|
2019
Q2 | $812K | Hold |
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|
2019
Q1 | $783K | Hold |
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|
2018
Q4 | $653K | Hold |
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|
2018
Q3 | $643K | Hold |
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|
2018
Q2 | $664K | Sell |
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|
2018
Q1 | $632K | Sell |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $299K | Hold |
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|
2016
Q4 | $284K | Sell |
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|
2016
Q3 | $370K | Sell |
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|
2016
Q2 | $432K | Hold |
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|
2016
Q1 | $388K | Buy |
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|
2015
Q4 | $257K | Sell |
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|
2015
Q3 | $349K | Hold |
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|
2015
Q2 | $349K | Sell |
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|
2015
Q1 | $452K | Hold |
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|
2014
Q4 | $466K | Sell |
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|
2014
Q3 | $469K | Hold |
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|
2014
Q2 | $474K | Hold |
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|
2014
Q1 | $442K | Hold |
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|
2013
Q4 | $451K | Hold |
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|
2013
Q3 | $476K | Buy |
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|
2013
Q2 | $404K | Buy |
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