Stephens Inc’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 | $846K | Sell |
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|
2025
Q2 | $867K | Sell |
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|
2025
Q1 | $919K | Buy |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $614K | Buy |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $968K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $997K | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.86M | Sell |
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|
2019
Q2 | $1.69M | Sell |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $1.47M | Buy |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.81M | Buy |
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|
2018
Q1 | $1.65M | Buy |
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|
2017
Q4 | $1.66M | Buy |
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|
2017
Q3 | $1.32M | Buy |
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|
2017
Q2 | $735K | Buy |
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|
2017
Q1 | $510K | Buy |
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|
2016
Q4 | $418K | Buy |
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|
2016
Q3 | $437K | Buy |
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|
2016
Q2 | $448K | Sell |
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|
2016
Q1 | $405K | Sell |
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|
2015
Q4 | $439K | Buy |
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|
2015
Q3 | $335K | Buy |
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|
2015
Q2 | $313K | Buy |
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|
2015
Q1 | $317K | Sell |
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|
2014
Q4 | $335K | Sell |
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|
2014
Q3 | $316K | Buy |
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|
2014
Q2 | $242K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $200K | Sell |
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|
2013
Q3 | $230K | Buy |
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