Pinnacle Financial Partners’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 |
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|
2025
Q2 | $605K | Buy |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $688K | Buy |
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|
2024
Q2 | $531K | Sell |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $665K | Hold |
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|
2023
Q1 | $763K | Hold |
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|
2022
Q4 | $770K | Hold |
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|
2022
Q3 | $688K | Sell |
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|
2022
Q2 | $937K | Buy |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $791K | Sell |
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|
2021
Q3 | $774K | Sell |
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|
2021
Q2 | $839K | Buy |
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|
2021
Q1 | $683K | Sell |
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|
2020
Q4 | $752K | Sell |
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|
2020
Q3 | $787K | Buy |
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|
2020
Q2 | $809K | Buy |
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|
2020
Q1 | $561K | Hold |
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|
2019
Q4 | $772K | Hold |
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|
2019
Q3 | $864K | Sell |
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|
2019
Q2 | $850K | Hold |
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|
2019
Q1 | $821K | Sell |
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|
2018
Q4 | $998K | Buy |
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|
2018
Q3 | $621K | Hold |
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|
2018
Q2 | $640K | Hold |
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|
2018
Q1 | $598K | Hold |
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|
2017
Q4 | $665K | Hold |
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|
2017
Q3 | $650K | Hold |
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|
2017
Q2 | $637K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $566K | Hold |
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|
2016
Q2 | $566K | Hold |
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|
2016
Q1 | $504K | Hold |
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|
2015
Q4 | $478K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $200K | Sell |
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|
2015
Q1 | $247K | Hold |
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|
2014
Q4 | $255K | Hold |
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|
2014
Q3 | $232K | Hold |
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|
2014
Q2 | $234K | Buy |
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