McGlone Suttner Wealth 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 | $742K | Buy |
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|
2025
Q2 | $661K | Buy |
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|
2025
Q1 | $636K | Buy |
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|
2024
Q4 | $407K | Sell |
|
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|
2024
Q3 | $599K | Buy |
|
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|
2024
Q2 | $581K | Sell |
|
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|
2024
Q1 | $583K | Buy |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $697K | Sell |
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|
2022
Q4 | $714K | Buy |
|