MAI Capital Management’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 | $736K | Buy |
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|
2025
Q2 | $610K | Buy |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $763K | Buy |
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|
2024
Q3 | $544K | Sell |
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|
2024
Q2 | $486K | Buy |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Buy |
|