United Capital Financial Advisors’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 | $245K | Buy |
3,920
+40
| +1% | +$2.5K | ﹤0.01% | 977 |
|
|
2025
Q1 | $245K | Sell |
3,880
-602
| -13% | -$38K | ﹤0.01% | 943 |
|
|
2024
Q4 | $244K | Sell |
4,482
-837
| -16% | -$45.6K | ﹤0.01% | 950 |
|
|
2024
Q3 | $331K | Sell |
5,319
-202
| -4% | -$12.6K | ﹤0.01% | 840 |
|
|
2024
Q2 | $304K | Sell |
5,521
-1,202
| -18% | -$66.2K | ﹤0.01% | 837 |
|
|
2024
Q1 | $379K | Sell |
6,723
-840
| -11% | -$47.4K | ﹤0.01% | 801 |
|
|
2023
Q4 | $490K | Sell |
7,563
-2,643
| -26% | -$171K | ﹤0.01% | 730 |
|
|
2023
Q3 | $541K | Sell |
10,206
-3,488
| -25% | -$185K | ﹤0.01% | 628 |
|
|
2023
Q2 | $906K | Sell |
13,694
-2,983
| -18% | -$197K | ﹤0.01% | 573 |
|
|
2023
Q1 | $1.27M | Sell |
16,677
-4,747
| -22% | -$360K | 0.01% | 526 |
|
|
2022
Q4 | $1.64M | Sell |
21,424
-549
| -2% | -$42K | 0.01% | 518 |
|
|
2022
Q3 | $1.5M | Buy |
21,973
+1,711
| +8% | +$117K | 0.01% | 526 |
|
|
2022
Q2 | $1.64M | Sell |
20,262
-895
| -4% | -$72.6K | 0.01% | 530 |
|
|
2022
Q1 | $1.68M | Sell |
21,157
-6,609
| -24% | -$523K | 0.01% | 552 |
|
|
2021
Q4 | $2.23M | Buy |
27,766
+101
| +0.4% | +$8.12K | 0.01% | 514 |
|
|
2021
Q3 | $1.98M | Sell |
27,665
-1,249
| -4% | -$89.3K | 0.01% | 527 |
|
|
2021
Q2 | $2.11M | Sell |
28,914
-1,682
| -5% | -$123K | 0.01% | 524 |
|
|
2021
Q1 | $2.12M | Sell |
30,596
-904
| -3% | -$62.6K | 0.01% | 497 |
|
|
2020
Q4 | $2.18M | Sell |
31,500
-4,002
| -11% | -$277K | 0.01% | 487 |
|
|
2020
Q3 | $2.27M | Sell |
35,502
-1,164
| -3% | -$74.3K | 0.01% | 468 |
|
|
2020
Q2 | $2.43M | Sell |
36,666
-21,696
| -37% | -$1.44M | 0.02% | 471 |
|
|
2020
Q1 | $3.32M | Sell |
58,362
-37,036
| -39% | -$2.11M | 0.03% | 402 |
|
|
2019
Q4 | $7.48M | Sell |
95,398
-6,107
| -6% | -$479K | 0.05% | 348 |
|
|
2019
Q3 | $8.9M | Buy |
101,505
+4,129
| +4% | +$362K | 0.06% | 308 |
|
|
2019
Q2 | $7.74M | Buy |
97,376
+4,033
| +4% | +$321K | 0.05% | 334 |
|
|
2019
Q1 | $7.16M | Buy |
93,343
+19,942
| +27% | +$1.53M | 0.05% | 340 |
|
|
2018
Q4 | $4.7M | Buy |
73,401
+55,675
| +314% | +$3.56M | 0.04% | 394 |
|
|
2018
Q3 | $1.12M | Sell |
17,726
-21,456
| -55% | -$1.35M | 0.01% | 752 |
|
|
2018
Q2 | $2.55M | Buy |
39,182
+3,331
| +9% | +$216K | 0.02% | 534 |
|
|
2018
Q1 | $2.18M | Sell |
35,851
-420
| -1% | -$25.5K | 0.02% | 568 |
|
|
2017
Q4 | $2.45M | Sell |
36,271
-931
| -3% | -$62.8K | 0.02% | 545 |
|
|
2017
Q3 | $2.46M | Buy |
37,202
+22,619
| +155% | +$1.49M | 0.02% | 530 |
|
|
2017
Q2 | $943K | Buy |
14,583
+1,304
| +10% | +$84.3K | 0.01% | 778 |
|
|
2017
Q1 | $809K | Sell |
13,279
-194
| -1% | -$11.8K | 0.01% | 803 |
|
|
2016
Q4 | $780K | Sell |
13,473
-856
| -6% | -$49.6K | 0.01% | 813 |
|
|
2016
Q3 | $906K | Buy |
14,329
+531
| +4% | +$33.6K | 0.01% | 797 |
|
|
2016
Q2 | $932K | Sell |
13,798
-446
| -3% | -$30.1K | 0.01% | 755 |
|
|
2016
Q1 | $868K | Sell |
14,244
-1,192
| -8% | -$72.6K | 0.01% | 731 |
|
|
2015
Q4 | $892K | Sell |
15,436
-897
| -5% | -$51.8K | 0.01% | 726 |
|
|
2015
Q3 | $925K | Buy |
16,333
+3,624
| +29% | +$205K | 0.01% | 710 |
|
|
2015
Q2 | $734K | Sell |
12,709
-4,280
| -25% | -$247K | 0.01% | 792 |
|
|
2015
Q1 | $1.06M | Sell |
16,989
-1,993
| -10% | -$124K | 0.01% | 709 |
|
|
2014
Q4 | $1.3M | Buy |
18,982
+4,111
| +28% | +$282K | 0.02% | 583 |
|
|
2014
Q3 | $929K | Sell |
14,871
-3,301
| -18% | -$206K | 0.02% | 621 |
|
|
2014
Q2 | $1.15M | Buy |
18,172
+2,990
| +20% | +$189K | 0.02% | 534 |
|
|
2014
Q1 | $893K | Buy |
15,182
+7,831
| +107% | +$461K | 0.02% | 503 |
|
|
2013
Q4 | $442K | Sell |
7,351
-204
| -3% | -$12.3K | 0.02% | 454 |
|
|
2013
Q3 | $479K | Sell |
7,555
-593
| -7% | -$37.6K | 0.02% | 449 |
|
|
2013
Q2 | $528K | Buy |
+8,148
| New | +$528K | 0.01% | 498 |
|