WealthPLAN Partners’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 | $435K | Sell |
6,972
-2,689
| -28% | -$168K | 0.07% | 176 |
|
|
2025
Q1 | $610K | Buy |
9,661
+369
| +4% | +$23.3K | 0.09% | 157 |
|
|
2024
Q4 | $506K | Sell |
9,292
-3,742
| -29% | -$204K | 0.07% | 169 |
|
|
2024
Q3 | $812K | Sell |
13,034
-8,224
| -39% | -$512K | 0.11% | 136 |
|
|
2024
Q2 | $1.17M | Sell |
21,258
-79,387
| -79% | -$4.37M | 0.13% | 138 |
|
|
2024
Q1 | $5.68M | Sell |
100,645
-24,934
| -20% | -$1.41M | 0.59% | 51 |
|
|
2023
Q4 | $8.14M | Sell |
125,579
-8,602
| -6% | -$557K | 0.84% | 33 |
|
|
2023
Q3 | $7.11M | Buy |
134,181
+65,804
| +96% | +$3.49M | 0.83% | 36 |
|
|
2023
Q2 | $4.52M | Sell |
68,377
-69,557
| -50% | -$4.6M | 0.64% | 35 |
|
|
2023
Q1 | $10.5M | Sell |
137,934
-145,237
| -51% | -$11M | 1.19% | 16 |
|
|
2022
Q4 | $23.2M | Buy |
+283,171
| New | +$23.2M | 1.62% | 7 |
|
|
2022
Q1 | $17.3M | Buy |
218,573
+12,914
| +6% | +$1.02M | 1.2% | 17 |
|
|
2021
Q4 | $15.6M | Buy |
205,659
+6,761
| +3% | +$514K | 1.03% | 26 |
|
|
2021
Q3 | $15.4M | Buy |
198,898
+7,548
| +4% | +$586K | 1.03% | 27 |
|
|
2021
Q2 | $14.6M | Buy |
191,350
+19,456
| +11% | +$1.49M | 1.03% | 32 |
|
|
2021
Q1 | $12.7M | Buy |
171,894
+15,010
| +10% | +$1.11M | 0.98% | 31 |
|
|
2020
Q4 | $10.5M | Buy |
156,884
+15,600
| +11% | +$1.04M | 0.89% | 32 |
|
|
2020
Q3 | $9.36M | Buy |
141,284
+9,398
| +7% | +$623K | 0.91% | 32 |
|
|
2020
Q2 | $9.25M | Sell |
131,886
-1,275
| -1% | -$89.4K | 0.96% | 30 |
|
|
2020
Q1 | $7.23M | Buy |
133,161
+22,989
| +21% | +$1.25M | 0.94% | 29 |
|
|
2019
Q4 | $9.14M | Buy |
110,172
+8,386
| +8% | +$696K | 1.08% | 16 |
|
|
2019
Q3 | $8.45M | Buy |
101,786
+16,506
| +19% | +$1.37M | 1.16% | 13 |
|
|
2019
Q2 | $7.34M | Sell |
85,280
-5,734
| -6% | -$494K | 1.11% | 14 |
|
|
2019
Q1 | $7.13M | Buy |
91,014
+2,771
| +3% | +$217K | 1.11% | 16 |
|
|
2018
Q4 | $6.5M | Sell |
88,243
-7,874
| -8% | -$580K | 1.05% | 18 |
|
|
2018
Q3 | $6.44M | Buy |
96,117
+24,035
| +33% | +$1.61M | 1.18% | 12 |
|
|
2018
Q2 | $4.69M | Buy |
72,082
+14,615
| +25% | +$950K | 0.96% | 25 |
|
|
2018
Q1 | $3.49M | Buy |
57,467
+14,605
| +34% | +$887K | 0.77% | 35 |
|
|
2017
Q4 | $2.89M | Buy |
42,862
+6,807
| +19% | +$459K | 0.77% | 34 |
|
|
2017
Q3 | $2.38M | Buy |
36,055
+1,735
| +5% | +$115K | 0.67% | 39 |
|
|
2017
Q2 | $2.22M | Buy |
34,320
+33,276
| +3,187% | +$2.15M | 0.64% | 44 |
|
|
2017
Q1 | $63.5K | Buy |
+1,044
| New | +$63.5K | 0.22% | 86 |
|
|
2016
Q3 | $2.13M | Sell |
34,502
-18,890
| -35% | -$1.17M | 0.69% | 30 |
|
|
2016
Q2 | $1.96M | Buy |
+53,392
| New | +$1.96M | 0.25% | 71 |
|
|
2015
Q4 | $2.06M | Buy |
+100,286
| New | +$2.06M | 0.33% | 56 |
|
|
2015
Q2 | $2.43M | Sell |
42,012
-3,192
| -7% | -$184K | 1.06% | 16 |
|
|
2015
Q1 | $3.01M | Buy |
+45,204
| New | +$3.01M | 1.4% | 14 |
|