Sonora Investment Management 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 | $12.3M | Sell |
|
|||||
|
2025
Q2 | $11.4M | Buy |
|
|||||
|
2025
Q1 | $11.2M | Buy |
|
|||||
|
2024
Q4 | $8.64M | Buy |
|
|||||
|
2024
Q3 | $9.85M | Buy |
|
|||||
|
2024
Q2 | $8.09M | Hold |
|
|||||
|
2024
Q1 | $8.09M | Buy |
|
|||||
|
2023
Q4 | $8.74M | Buy |
|
|||||
|
2023
Q3 | $6.54M | Buy |
|
|||||
|
2023
Q2 | $7.32M | Buy |
|
|||||
|
2023
Q1 | $7.29M | Buy |
|
|||||
|
2022
Q4 | $6.79M | Buy |
|
|||||
|
2022
Q3 | $5.56M | Hold |
|
|||||
|
2022
Q2 | $5.56M | Buy |
|
|||||
|
2022
Q1 | $4.55M | Buy |
|
|||||
|
2021
Q4 | $3.69M | Buy |
|