Philadelphia Trust Company’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 | $270K | Sell |
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|
2025
Q2 | $468K | Hold |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $424K | Hold |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $440K | Buy |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $542K | Hold |
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|
2022
Q4 | $547K | Hold |
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|
2022
Q3 | $489K | Hold |
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|
2022
Q2 | $580K | Hold |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $511K | Hold |
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|
2021
Q2 | $522K | Hold |
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|
2021
Q1 | $495K | Hold |
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|
2020
Q4 | $494K | Hold |
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|
2020
Q3 | $456K | Hold |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $378K | Hold |
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|
2019
Q4 | $520K | Hold |
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|
2019
Q3 | $582K | Hold |
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|
2019
Q2 | $528K | Hold |
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|
2019
Q1 | $509K | Buy |
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