Montag & Associates’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 | $25.3K | Hold |
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|
2025
Q2 | $23.4K | Hold |
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|
2025
Q1 | $23.7K | Sell |
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|
2024
Q4 | $31.6K | Hold |
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|
2024
Q3 | $36K | Hold |
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|
2024
Q2 | $31.9K | Hold |
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|
2024
Q1 | $32.7K | Sell |
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|
2023
Q4 | $57.1K | Buy |
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|
2023
Q3 | $31.4K | Hold |
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|
2023
Q2 | $39.1K | Hold |
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|
2023
Q1 | $44.8K | Hold |
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|
2022
Q4 | $45.2K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $48K | Hold |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $40K | Buy |
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