Tompkins Financial’s W.P. Carey WPC Stock Holding History

Tompkins Financial’s Portfolio WPC Stock Details WPC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$232K	Hold	3,720	–	–	0.02%	171
2025 Q1	$235K	Hold	3,720	–	–	0.02%	171
2024 Q4	$203K	Hold	3,720	–	–	0.02%	181
2024 Q3	$232K	Hold	3,720	–	–	0.02%	178
2024 Q2	$205K	Sell	3,720 -242	-6%	-$13.3K	0.02%	190
2024 Q1	$224K	Buy	3,962 +106	+3%	+$5.98K	0.03%	182
2023 Q4	$250K	Hold	3,856	–	–	0.03%	170
2023 Q3	$209K	Buy	3,856 +3,450	+850%	+$187K	0.03%	167
2023 Q2	$27.4K	Hold	406	–	–	﹤0.01%	390
2023 Q1	$31.4K	Hold	406	–	–	0.01%	383
2022 Q4	$32K	Hold	406	–	–	0.01%	379
2022 Q3	$28K	Hold	406	–	–	﹤0.01%	385
2022 Q2	$34K	Hold	406	–	–	0.01%	366
2022 Q1	$33K	Buy	406 +1	+0.2%	+$81	﹤0.01%	391
2021 Q4	$33K	Hold	405	–	–	0.01%	242
2021 Q3	$30K	Buy	+405	New	+$30K	0.01%	261
2021 Q1	$29K	Hold	405	–	–	﹤0.01%	299
2020 Q4	$29K	Hold	405	–	–	0.01%	294
2020 Q3	$26K	Hold	405	–	–	0.01%	286
2020 Q2	$27K	Hold	405	–	–	0.01%	276
2020 Q1	$24K	Hold	405	–	–	0.01%	277
2019 Q4	$32K	Hold	405	–	–	0.01%	285
2019 Q3	$36K	Hold	405	–	–	0.01%	250
2019 Q2	$33K	Hold	405	–	–	0.01%	262
2019 Q1	$32K	Hold	405	–	–	0.01%	270
2018 Q4	$26K	Hold	405	–	–	0.01%	280
2018 Q3	$26K	Hold	405	–	–	0.01%	304
2018 Q2	$27K	Hold	405	–	–	0.01%	315
2018 Q1	$25K	Hold	405	–	–	0.01%	303
2017 Q4	$28K	Hold	405	–	–	0.01%	264
2017 Q3	$27K	Hold	405	–	–	0.01%	277
2017 Q2	$27K	Hold	405	–	–	0.01%	263
2017 Q1	$25K	Hold	405	–	–	0.01%	265
2016 Q4	$24K	Hold	405	–	–	0.01%	271
2016 Q3	$26K	Hold	405	–	–	0.01%	263
2016 Q2	$28K	Hold	405	–	–	0.01%	313
2016 Q1	$25K	Hold	405	–	–	0.01%	311
2015 Q4	$24K	Hold	405	–	–	0.01%	353
2015 Q3	$23K	Hold	405	–	–	0.01%	362
2015 Q2	$24K	Hold	405	–	–	0.01%	364
2015 Q1	$28K	Hold	405	–	–	0.01%	354
2014 Q4	$28K	Hold	405	–	–	0.01%	323
2014 Q3	$26K	Hold	405	–	–	0.01%	322
2014 Q2	$26K	Hold	405	–	–	0.01%	326
2014 Q1	$24K	Hold	405	–	–	0.01%	336
2013 Q4	$25K	Hold	405	–	–	0.01%	339
2013 Q3	$26K	Hold	405	–	–	0.01%	327
2013 Q2	$27K	Buy	+405	New	+$27K	0.01%	321