NHC
Nicholas Hoffman & Company’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Sell |
14,163
-4,133
| -23% | -$258K | 0.02% | 145 |
|
|
2025
Q1 | $1.15M | Sell |
18,296
-21
| -0.1% | -$1.33K | 0.04% | 113 |
|
|
2024
Q4 | $998K | Buy |
18,317
+4,442
| +32% | +$242K | 0.04% | 122 |
|
|
2024
Q3 | $864K | Sell |
13,875
-160
| -1% | -$9.97K | 0.04% | 134 |
|
|
2024
Q2 | $773K | Buy |
14,035
+3,840
| +38% | +$211K | 0.04% | 140 |
|
|
2024
Q1 | $575K | Buy |
+10,195
| New | +$575K | 0.03% | 172 |
|