Romano Brothers & Co’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
51,935
+1,975
| +4% | +$123K | 0.4% | 72 |
|
|
2025
Q1 | $3.15M | Sell |
49,960
-885
| -2% | -$55.9K | 0.41% | 72 |
|
|
2024
Q4 | $2.77M | Sell |
50,845
-175
| -0.3% | -$9.53K | 0.35% | 85 |
|
|
2024
Q3 | $3.18M | Buy |
51,020
+530
| +1% | +$33K | 0.4% | 80 |
|
|
2024
Q2 | $2.78M | Sell |
50,490
-2,230
| -4% | -$123K | 0.38% | 80 |
|
|
2024
Q1 | $2.98M | Sell |
52,720
-1,895
| -3% | -$107K | 0.41% | 80 |
|
|
2023
Q4 | $3.54M | Sell |
54,615
-1,708
| -3% | -$111K | 0.53% | 59 |
|
|
2023
Q3 | $2.98M | Buy |
56,323
+791
| +1% | +$41.9K | 0.46% | 67 |
|
|
2023
Q2 | $3.67M | Sell |
55,532
-1,527
| -3% | -$101K | 0.55% | 58 |
|
|
2023
Q1 | $4.33M | Sell |
57,059
-2,144
| -4% | -$163K | 0.67% | 46 |
|
|
2022
Q4 | $4.53M | Buy |
59,203
+741
| +1% | +$56.7K | 0.69% | 43 |
|
|
2022
Q3 | $4M | Buy |
+58,462
| New | +$4M | 0.64% | 47 |
|