Savant Capital’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 | $370K | Sell |
5,924
-279
| -4% | -$17.4K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $391K | Sell |
6,203
-5,923
| -49% | -$374K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $661K | Sell |
12,126
-8,979
| -43% | -$489K | 0.01% | 790 |
|
|
2024
Q3 | $1.31M | Buy |
+21,105
| New | +$1.31M | 0.01% | 554 |
|
|
2023
Q3 | – | Sell |
-3,023
| Closed | -$200K | – | 825 |
|
|
2023
Q2 | $200K | Buy |
+3,023
| New | +$200K | ﹤0.01% | 746 |
|
|
2022
Q4 | – | Sell |
-3,397
| Closed | -$232K | – | 613 |
|
|
2022
Q3 | $232K | Buy |
+3,397
| New | +$232K | 0.01% | 478 |
|