Waverly Advisors’s W.P. Carey WPC Stock Holding History

Waverly Advisors’s Portfolio WPC Stock Details WPC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$758K	Buy
2025 Q2	$621K	Buy
2025 Q1	$625K	Buy
2024 Q4	$536K	Sell
2024 Q3	$710K	Sell
2024 Q2	$830K	Sell
2024 Q1	$867K	Sell
2023 Q4	$1.08M	Sell
2023 Q3	$970K	Buy