Perigon Wealth 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
Q3 | $880K | Buy |
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|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $723K | Sell |
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|
2024
Q3 | $868K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $858K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $605K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $241K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $213K | Sell |
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|
2020
Q1 | $236K | Buy |
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