Private Advisory Group’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 | – | Sell |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $331K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $968K | Buy |
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|
2019
Q3 | $653K | Sell |
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|
2019
Q2 | $722K | Buy |
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