WealthPlan Investment Management’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 | $721K | Buy |
11,558
+2,180
| +23% | +$136K | 0.05% | 202 |
|
|
2025
Q1 | $592K | Sell |
9,378
-533
| -5% | -$33.6K | 0.06% | 158 |
|
|
2024
Q4 | $540K | Buy |
9,911
+1,165
| +13% | +$63.5K | 0.05% | 164 |
|
|
2024
Q3 | $545K | Sell |
8,746
-8,947
| -51% | -$557K | 0.06% | 154 |
|
|
2024
Q2 | $974K | Sell |
17,693
-163,230
| -90% | -$8.99M | 0.15% | 102 |
|
|
2024
Q1 | $10.2M | Buy |
180,923
+26,012
| +17% | +$1.47M | 1.56% | 22 |
|
|
2023
Q4 | $10M | Sell |
154,911
-7,185
| -4% | -$466K | 1.61% | 16 |
|
|
2023
Q3 | $8.59M | Buy |
162,096
+79,442
| +96% | +$4.21M | 1.52% | 21 |
|
|
2023
Q2 | $5.47M | Sell |
82,654
-73,954
| -47% | -$4.89M | 1.63% | 13 |
|
|
2023
Q1 | $11.9M | Sell |
156,608
-125,047
| -44% | -$9.49M | 2.05% | 4 |
|
|
2022
Q4 | $23.5M | Buy |
281,655
+3,950
| +1% | +$329K | 1.64% | 7 |
|
|
2022
Q3 | $21.5M | Buy |
+277,705
| New | +$21.5M | 1.57% | 10 |
|
|
2022
Q1 | $17.3M | Buy |
+218,573
| New | +$17.3M | 1.2% | 17 |
|