WealthPlan Investment Management’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 | $732K | Sell |
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|
2025
Q2 | $721K | Buy |
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|
2025
Q1 | $592K | Sell |
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|
2024
Q4 | $540K | Buy |
|
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|
2024
Q3 | $545K | Sell |
|
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $8.59M | Buy |
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|
2023
Q2 | $5.47M | Sell |
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|
2023
Q1 | $11.9M | Sell |
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|
2022
Q4 | $23.5M | Buy |
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|
2022
Q3 | $21.5M | Buy |
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|
2022
Q1 | $17.3M | Buy |
|