UMB Bank’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
3,211
+228
| +8% | +$14.2K | ﹤0.01% | 595 |
|
|
2025
Q1 | $188K | Buy |
2,983
+1,053
| +55% | +$66.5K | ﹤0.01% | 588 |
|
|
2024
Q4 | $105K | Buy |
1,930
+488
| +34% | +$26.6K | ﹤0.01% | 688 |
|
|
2024
Q3 | $89.8K | Buy |
1,442
+503
| +54% | +$31.3K | ﹤0.01% | 724 |
|
|
2024
Q2 | $51.7K | Buy |
939
+108
| +13% | +$5.95K | ﹤0.01% | 817 |
|
|
2024
Q1 | $46.9K | Buy |
831
+60
| +8% | +$3.39K | ﹤0.01% | 847 |
|
|
2023
Q4 | $50K | Sell |
771
-18
| -2% | -$1.17K | ﹤0.01% | 830 |
|
|
2023
Q3 | $41.8K | Buy |
789
+33
| +4% | +$1.75K | ﹤0.01% | 876 |
|
|
2023
Q2 | $50K | Hold |
756
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $57.3K | Hold |
756
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $57K | Hold |
756
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $52K | Sell |
756
-186
| -20% | -$12.8K | ﹤0.01% | 859 |
|
|
2022
Q2 | $77K | Hold |
942
| – | – | ﹤0.01% | 804 |
|
|
2022
Q1 | $75K | Hold |
942
| – | – | ﹤0.01% | 846 |
|
|
2021
Q4 | $76K | Buy |
+942
| New | +$76K | ﹤0.01% | 866 |
|