Trust Company of Vermont’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 | $182K | Hold |
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|
2025
Q2 | $168K | Hold |
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|
2025
Q1 | $170K | Sell |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $154K | Buy |
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|
2024
Q1 | $16.4K | Hold |
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|
2023
Q4 | $18.9K | Sell |
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|
2023
Q3 | $15.7K | Hold |
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|
2023
Q2 | $19.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $42K | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $74K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $118K | Hold |
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|
2021
Q1 | $111K | Hold |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $118K | Hold |
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|
2020
Q1 | $102K | Hold |
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|
2019
Q4 | $140K | Hold |
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|
2019
Q3 | $157K | Hold |
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|
2019
Q2 | $142K | Hold |
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|
2019
Q1 | $137K | Hold |
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|
2018
Q4 | $114K | Sell |
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|
2018
Q3 | $141K | Sell |
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|
2018
Q2 | $374K | Buy |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $55K | Hold |
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|
2017
Q3 | $54K | Hold |
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|
2017
Q2 | $53K | Buy |
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