Per Stirling Capital Management’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 | $560K | Buy |
8,976
+1,684
| +23% | +$105K | 0.07% | 161 |
|
|
2025
Q1 | $460K | Buy |
7,292
+113
| +2% | +$7.13K | 0.07% | 172 |
|
|
2024
Q4 | $391K | Sell |
7,179
-324
| -4% | -$17.7K | 0.06% | 192 |
|
|
2024
Q3 | $467K | Sell |
7,503
-97
| -1% | -$6.04K | 0.06% | 189 |
|
|
2024
Q2 | $418K | Sell |
7,600
-1,123
| -13% | -$61.8K | 0.07% | 179 |
|
|
2024
Q1 | $492K | Buy |
8,723
+225
| +3% | +$12.7K | 0.08% | 142 |
|
|
2023
Q4 | $551K | Sell |
8,498
-39
| -0.5% | -$2.53K | 0.1% | 123 |
|
|
2023
Q3 | $452K | Sell |
8,537
-444
| -5% | -$23.5K | 0.09% | 133 |
|
|
2023
Q2 | $594K | Buy |
8,981
+117
| +1% | +$7.74K | 0.12% | 102 |
|
|
2023
Q1 | $672K | Sell |
8,864
-1,904
| -18% | -$144K | 0.15% | 90 |
|
|
2022
Q4 | $824K | Buy |
+10,768
| New | +$824K | 0.15% | 88 |
|