LPL Financial’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 | $55.9M | Buy |
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|
2025
Q2 | $47.2M | Buy |
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|
2025
Q1 | $43M | Sell |
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|
2024
Q4 | $38.1M | Sell |
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|
2024
Q3 | $45.3M | Sell |
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|
2024
Q2 | $42.3M | Buy |
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|
2024
Q1 | $40.9M | Buy |
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|
2023
Q4 | $46.3M | Sell |
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|
2023
Q3 | $41.1M | Sell |
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|
2023
Q2 | $52.1M | Sell |
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|
2023
Q1 | $60.6M | Sell |
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|
2022
Q4 | $63.8M | Buy |
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|
2022
Q3 | $56.1M | Buy |
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|
2022
Q2 | $54M | Buy |
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|
2022
Q1 | $51.4M | Buy |
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|
2021
Q4 | $51.3M | Buy |
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|
2021
Q3 | $44.3M | Buy |
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|
2021
Q2 | $42.8M | Buy |
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|
2021
Q1 | $38.1M | Buy |
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|
2020
Q4 | $35.4M | Buy |
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|
2020
Q3 | $29.7M | Buy |
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|
2020
Q2 | $30.5M | Sell |
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|
2020
Q1 | $27.1M | Buy |
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|
2019
Q4 | $36.7M | Buy |
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|
2019
Q3 | $39.7M | Sell |
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|
2019
Q2 | $36.9M | Buy |
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|
2019
Q1 | $33.4M | Buy |
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|
2018
Q4 | $23.4M | Buy |
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|
2018
Q3 | $12.8M | Sell |
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|
2018
Q2 | $13.8M | Sell |
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|
2018
Q1 | $13.5M | Buy |
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|
2017
Q4 | $14.4M | Buy |
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|
2017
Q3 | $12.6M | Buy |
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|
2017
Q2 | $11.7M | Buy |
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|
2017
Q1 | $10.7M | Buy |
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|
2016
Q4 | $9.43M | Buy |
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|
2016
Q3 | $9.16M | Buy |
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|
2016
Q2 | $7.79M | Sell |
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|
2016
Q1 | $12.7M | Buy |
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|
2015
Q4 | $11.4M | Buy |
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|
2015
Q3 | $4.75M | Buy |
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|
2015
Q2 | $4.76M | Buy |
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|
2015
Q1 | $4.73M | Sell |
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|
2014
Q4 | $5M | Sell |
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|
2014
Q3 | $4.58M | Buy |
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|
2014
Q2 | $3.98M | Buy |
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|
2014
Q1 | $3.6M | Buy |
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|
2013
Q4 | $3.22M | Buy |
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|
2013
Q3 | $3.39M | Buy |
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|
2013
Q2 | $3.2M | Buy |
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