MML Investors Services’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5M | Sell |
152,324
-9,107
| -6% | -$568K | 0.03% | 546 |
|
|
2025
Q1 | $10.2M | Buy |
161,431
+12,916
| +9% | +$815K | 0.03% | 460 |
|
|
2024
Q4 | $8.09M | Buy |
148,515
+21,159
| +17% | +$1.15M | 0.03% | 522 |
|
|
2024
Q3 | $7.93M | Sell |
127,356
-10,262
| -7% | -$639K | 0.03% | 506 |
|
|
2024
Q2 | $7.58M | Sell |
137,618
-9,718
| -7% | -$535K | 0.03% | 490 |
|
|
2024
Q1 | $8.32M | Buy |
147,336
+50,021
| +51% | +$2.82M | 0.03% | 468 |
|
|
2023
Q4 | $6.31M | Buy |
97,315
+6,163
| +7% | +$399K | 0.03% | 511 |
|
|
2023
Q3 | $4.83M | Buy |
91,152
+6,099
| +7% | +$323K | 0.03% | 553 |
|
|
2023
Q2 | $5.63M | Sell |
85,053
-48,256
| -36% | -$3.19M | 0.03% | 489 |
|
|
2023
Q1 | $10.1M | Buy |
133,309
+2,494
| +2% | +$189K | 0.07% | 287 |
|
|
2022
Q4 | $10M | Buy |
130,815
+22,617
| +21% | +$1.73M | 0.07% | 299 |
|
|
2022
Q3 | $7.4M | Buy |
108,198
+37,039
| +52% | +$2.53M | 0.06% | 329 |
|
|
2022
Q2 | $5.78M | Buy |
71,159
+10,591
| +17% | +$860K | 0.04% | 382 |
|
|
2022
Q1 | $4.8M | Buy |
60,568
+8,010
| +15% | +$634K | 0.03% | 462 |
|
|
2021
Q4 | $4.22M | Buy |
52,558
+2,362
| +5% | +$190K | 0.03% | 498 |
|
|
2021
Q3 | $3.59M | Buy |
50,196
+3,525
| +8% | +$252K | 0.03% | 524 |
|
|
2021
Q2 | $3.41M | Buy |
46,671
+10,274
| +28% | +$751K | 0.03% | 515 |
|
|
2021
Q1 | $2.52M | Buy |
36,397
+2,518
| +7% | +$174K | 0.02% | 577 |
|
|
2020
Q4 | $2.34M | Sell |
33,879
-4,255
| -11% | -$294K | 0.03% | 536 |
|
|
2020
Q3 | $2.43M | Buy |
38,134
+506
| +1% | +$32.3K | 0.03% | 457 |
|
|
2020
Q2 | $2.49M | Sell |
37,628
-262
| -0.7% | -$17.4K | 0.03% | 428 |
|
|
2020
Q1 | $2.16M | Buy |
37,890
+16,139
| +74% | +$918K | 0.04% | 401 |
|
|
2019
Q4 | $1.71M | Sell |
21,751
-319
| -1% | -$25K | 0.02% | 534 |
|
|
2019
Q3 | $1.94M | Sell |
22,070
-13,953
| -39% | -$1.22M | 0.03% | 448 |
|
|
2019
Q2 | $2.86M | Buy |
36,023
+1,911
| +6% | +$152K | 0.04% | 376 |
|
|
2019
Q1 | $2.62M | Sell |
34,112
-905
| -3% | -$69.4K | 0.04% | 376 |
|
|
2018
Q4 | $2.24M | Buy |
35,017
+22,858
| +188% | +$1.46M | 0.04% | 388 |
|
|
2018
Q3 | $766K | Buy |
12,159
+1,990
| +20% | +$125K | 0.01% | 790 |
|
|
2018
Q2 | $661K | Sell |
10,169
-1,384
| -12% | -$90K | 0.01% | 730 |
|
|
2018
Q1 | $701K | Sell |
11,553
-11,719
| -50% | -$711K | 0.01% | 703 |
|
|
2017
Q4 | $1.57M | Sell |
23,272
-2,242
| -9% | -$151K | 0.03% | 407 |
|
|
2017
Q3 | $1.68M | Buy |
25,514
+3,000
| +13% | +$198K | 0.03% | 374 |
|
|
2017
Q2 | $1.46M | Sell |
22,514
-439
| -2% | -$28.4K | 0.03% | 401 |
|
|
2017
Q1 | $1.4M | Buy |
+22,953
| New | +$1.4M | 0.03% | 207 |
|