Wealthfront Advisers’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
100,703
+1,809
| +2% | +$113K | 0.02% | 326 |
|
|
2025
Q1 | $6.24M | Buy |
98,894
+22,692
| +30% | +$1.43M | 0.02% | 305 |
|
|
2024
Q4 | $4.15M | Buy |
76,202
+3,174
| +4% | +$173K | 0.01% | 368 |
|
|
2024
Q3 | $4.55M | Buy |
73,028
+17,630
| +32% | +$1.1M | 0.01% | 324 |
|
|
2024
Q2 | $3.05M | Buy |
55,398
+13,724
| +33% | +$756K | 0.01% | 382 |
|
|
2024
Q1 | $2.35M | Buy |
41,674
+9,265
| +29% | +$523K | 0.01% | 447 |
|
|
2023
Q4 | $2.1M | Sell |
32,409
-1,776
| -5% | -$115K | 0.01% | 452 |
|
|
2023
Q3 | $1.85M | Sell |
34,185
-5,396
| -14% | -$292K | 0.01% | 435 |
|
|
2023
Q2 | $2.67M | Buy |
39,581
+14,727
| +59% | +$995K | 0.01% | 356 |
|
|
2023
Q1 | $1.92M | Buy |
24,854
+1,767
| +8% | +$137K | 0.01% | 417 |
|
|
2022
Q4 | $1.8M | Sell |
23,087
-523
| -2% | -$40.9K | 0.01% | 426 |
|
|
2022
Q3 | $1.65M | Sell |
23,610
-491
| -2% | -$34.3K | 0.01% | 403 |
|
|
2022
Q2 | $2M | Buy |
24,101
+4,806
| +25% | +$398K | 0.01% | 385 |
|
|
2022
Q1 | $1.56M | Sell |
19,295
-297
| -2% | -$24K | 0.01% | 448 |
|
|
2021
Q4 | $1.61M | Buy |
19,592
+14,110
| +257% | +$1.16M | 0.01% | 425 |
|
|
2021
Q3 | $400K | Buy |
+5,482
| New | +$400K | ﹤0.01% | 587 |
|