Pinnacle Financial Partners (Tennessee)’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 | $656K | Buy |
9,710
+19
| +0.2% | +$1.24K | 0.02% | 305 |
|
|
2025
Q2 | $605K | Buy |
9,691
+21
| +0.2% | +$1.29K | 0.01% | 310 |
|
|
2025
Q1 | $610K | Buy |
9,670
+20
| +0.2% | +$1.18K | 0.01% | 309 |
|
|
2024
Q4 | $526K | Sell |
9,650
-1,400
| -13% | -$79.8K | 0.01% | 322 |
|
|
2024
Q3 | $688K | Buy |
11,050
+1,400
| +15% | +$83K | 0.01% | 297 |
|
|
2024
Q2 | $531K | Sell |
9,650
-7
| -0.1% | -$395 | 0.01% | 319 |
|
|
2024
Q1 | $545K | Sell |
9,657
-26
| -0.3% | -$1.56K | 0.01% | 320 |
|
|
2023
Q4 | $628K | Sell |
9,683
-170
| -2% | -$9.79K | 0.01% | 297 |
|
|
2023
Q3 | $522K | Sell |
9,853
-204
| -2% | -$13.1K | 0.01% | 294 |
|
|
2023
Q2 | $665K | Hold |
10,057
| – | – | 0.02% | 274 |
|
|
2023
Q1 | $763K | Hold |
10,057
| – | – | 0.02% | 265 |
|
|
2022
Q4 | $770K | Hold |
10,057
| – | – | 0.02% | 261 |
|
|
2022
Q3 | $688K | Sell |
10,057
-1,480
| -13% | -$121K | 0.02% | 257 |
|
|
2022
Q2 | $937K | Buy |
11,537
+1,480
| +15% | +$119K | 0.03% | 233 |
|
|
2022
Q1 | $796K | Buy |
10,057
+204
| +2% | +$15.6K | 0.03% | 248 |
|
|
2021
Q4 | $791K | Sell |
9,853
-970
| -9% | -$74.2K | 0.02% | 256 |
|
|
2021
Q3 | $774K | Sell |
10,823
-663
| -6% | -$50.5K | 0.03% | 249 |
|
|
2021
Q2 | $839K | Buy |
11,486
+1,633
| +17% | +$120K | 0.03% | 224 |
|
|
2021
Q1 | $683K | Sell |
9,853
-1,021
| -9% | -$68.4K | 0.03% | 229 |
|
|
2020
Q4 | $752K | Sell |
10,874
-1,443
| -12% | -$96.4K | 0.04% | 220 |
|
|
2020
Q3 | $787K | Buy |
12,317
+116
| +1% | +$7.82K | 0.04% | 204 |
|
|
2020
Q2 | $809K | Buy |
12,201
+2,348
| +24% | +$146K | 0.05% | 206 |
|
|
2020
Q1 | $561K | Hold |
9,853
| – | – | 0.04% | 224 |
|
|
2019
Q4 | $772K | Hold |
9,853
| – | – | 0.05% | 225 |
|
|
2019
Q3 | $864K | Sell |
9,853
-843
| -8% | -$71.8K | 0.06% | 205 |
|
|
2019
Q2 | $850K | Hold |
10,696
| – | – | 0.06% | 199 |
|
|
2019
Q1 | $821K | Sell |
10,696
-4,901
| -31% | -$353K | 0.07% | 194 |
|
|
2018
Q4 | $998K | Buy |
15,597
+5,744
| +58% | +$374K | 0.09% | 174 |
|
|
2018
Q3 | $621K | Hold |
9,853
| – | – | 0.05% | 221 |
|
|
2018
Q2 | $640K | Hold |
9,853
| – | – | 0.06% | 208 |
|
|
2018
Q1 | $598K | Hold |
9,853
| – | – | 0.06% | 203 |
|
|
2017
Q4 | $665K | Hold |
9,853
| – | – | 0.07% | 190 |
|
|
2017
Q3 | $650K | Hold |
9,853
| – | – | 0.08% | 174 |
|
|
2017
Q2 | $637K | Buy |
+9,853
| New | +$623K | 0.09% | 187 |
|
|
2016
Q4 | – | Sell |
-8,270
| Closed | -$566K | – | 284 |
|
|
2016
Q3 | $566K | Hold |
8,270
| – | – | 0.13% | 163 |
|
|
2016
Q2 | $566K | Hold |
8,270
| – | – | 0.13% | 157 |
|
|
2016
Q1 | $504K | Hold |
8,270
| – | – | 0.13% | 155 |
|
|
2015
Q4 | $478K | Buy |
+8,270
| New | +$496K | 0.15% | 155 |
|
|
2015
Q3 | – | Sell |
-3,471
| Closed | -$200K | – | 256 |
|
|
2015
Q2 | $200K | Sell |
3,471
-236
| -6% | -$14.8K | 0.06% | 219 |
|
|
2015
Q1 | $247K | Hold |
3,707
| – | – | 0.08% | 183 |
|
|
2014
Q4 | $255K | Hold |
3,707
| – | – | 0.09% | 179 |
|
|
2014
Q3 | $232K | Hold |
3,707
| – | – | 0.09% | 169 |
|
|
2014
Q2 | $234K | Buy |
+3,707
| New | +$226K | 0.09% | 168 |
|
Other funds holding WPC
