Parsons Capital 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
Q2 | – | Sell |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $377K | Hold |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $354K | Buy |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $277K | Hold |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $726K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $843K | Buy |
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|
2018
Q3 | $723K | Sell |
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|
2018
Q2 | $768K | Hold |
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|
2018
Q1 | $718K | Buy |
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|
2017
Q4 | $787K | Sell |
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|
2017
Q3 | $837K | Hold |
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|
2017
Q2 | $820K | Hold |
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|
2017
Q1 | $773K | Sell |
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|
2016
Q4 | $761K | Buy |
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|
2016
Q3 | $799K | Hold |
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|
2016
Q2 | $859K | Buy |
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|
2016
Q1 | $760K | Buy |
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|
2015
Q4 | $693K | Hold |
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|
2015
Q3 | $679K | Buy |
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|
2015
Q2 | $477K | Hold |
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|
2015
Q1 | $551K | Buy |
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|
2014
Q4 | $526K | Buy |
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|
2014
Q3 | $446K | Sell |
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|
2014
Q2 | $460K | Hold |
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|
2014
Q1 | $430K | Hold |
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|
2013
Q4 | $438K | Hold |
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|
2013
Q3 | $462K | Hold |
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|
2013
Q2 | $473K | Buy |
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