UMB Bank’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 | $220K | Buy |
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|
2025
Q2 | $200K | Buy |
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|
2025
Q1 | $188K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $89.8K | Buy |
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|
2024
Q2 | $51.7K | Buy |
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|
2024
Q1 | $46.9K | Buy |
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|
2023
Q4 | $50K | Sell |
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|
2023
Q3 | $41.8K | Buy |
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|
2023
Q2 | $50K | Hold |
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|
2023
Q1 | $57.3K | Hold |
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|
2022
Q4 | $57K | Hold |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $75K | Hold |
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|
2021
Q4 | $76K | Buy |
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