Sonora Investment Management Group’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 | $11.4M | Buy |
182,822
+4,817
| +3% | +$300K | 0.85% | 40 |
|
|
2025
Q1 | $11.2M | Buy |
178,005
+19,493
| +12% | +$1.23M | 0.89% | 41 |
|
|
2024
Q4 | $8.64M | Buy |
158,512
+467
| +0.3% | +$25.4K | 0.66% | 51 |
|
|
2024
Q3 | $9.85M | Buy |
158,045
+14,639
| +10% | +$912K | 0.73% | 51 |
|
|
2024
Q2 | $8.09M | Hold |
143,406
| – | – | 0.63% | 59 |
|
|
2024
Q1 | $8.09M | Buy |
143,406
+8,614
| +6% | +$486K | 0.63% | 59 |
|
|
2023
Q4 | $8.74M | Buy |
134,792
+11,358
| +9% | +$736K | 0.71% | 52 |
|
|
2023
Q3 | $6.54M | Buy |
123,434
+12,747
| +12% | +$675K | 0.56% | 64 |
|
|
2023
Q2 | $7.32M | Buy |
110,687
+14,567
| +15% | +$964K | 0.61% | 59 |
|
|
2023
Q1 | $7.29M | Buy |
96,120
+7,360
| +8% | +$558K | 0.64% | 60 |
|
|
2022
Q4 | $6.79M | Buy |
88,760
+20,213
| +29% | +$1.55M | 0.62% | 66 |
|
|
2022
Q3 | $5.56M | Hold |
68,547
| – | – | 0.71% | 53 |
|
|
2022
Q2 | $5.56M | Buy |
68,547
+11,021
| +19% | +$894K | 0.53% | 71 |
|
|
2022
Q1 | $4.56M | Buy |
57,526
+11,550
| +25% | +$915K | 0.52% | 68 |
|
|
2021
Q4 | $3.7M | Buy |
+45,976
| New | +$3.7M | 0.43% | 71 |
|