OWP
Obermeyer Wealth Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,881
| Closed | -$687K | – | 289 |
|
|
2025
Q1 | $687K | Sell |
10,881
-167
| -2% | -$10.5K | 0.04% | 123 |
|
|
2024
Q4 | $602K | Buy |
11,048
+167
| +2% | +$9.1K | 0.03% | 133 |
|
|
2024
Q3 | $678K | Hold |
10,881
| – | – | 0.04% | 125 |
|
|
2024
Q2 | $599K | Hold |
10,881
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $614K | Buy |
+10,881
| New | +$614K | 0.04% | 127 |
|