Wealthstar Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
15,445
+52
| +0.3% | +$3.65K | 0.62% | 49 |
|
|
2025
Q4 | $991K | Buy |
15,393
+36
| +0.2% | +$2.4K | 0.54% | 47 |
|
|
2025
Q3 | $1.04M | Buy |
15,357
+67
| +0.4% | +$4.39K | 0.41% | 56 |
|
|
2025
Q2 | $954K | Sell |
15,290
-11
| -0.1% | -$677 | 0.36% | 55 |
|
|
2025
Q1 | $966K | Sell |
15,301
-539
| -3% | -$31.9K | 0.44% | 52 |
|
|
2024
Q4 | $863K | Buy |
+15,840
| New | +$902K | 0.37% | 51 |
|
|
2024
Q2 | – | Sell |
-18,140
| Closed | -$1.02M | – | 144 |
|
|
2024
Q1 | $1.02M | Sell |
18,140
-3,692
| -17% | -$221K | 0.36% | 44 |
|
|
2023
Q4 | $1.41M | Sell |
21,832
-3,736
| -15% | -$215K | 0.53% | 29 |
|
|
2023
Q3 | $1.35M | Sell |
25,568
-334
| -1% | -$21.4K | 0.59% | 24 |
|
|
2023
Q2 | $1.71M | Buy |
25,902
+119
| +0.5% | +$8.27K | 0.72% | 19 |
|
|
2023
Q1 | $1.96M | Sell |
25,783
-46
| -0.2% | -$3.67K | 0.83% | 19 |
|
|
2022
Q4 | $1.98M | Sell |
25,829
-364
| -1% | -$27.3K | 0.9% | 17 |
|
|
2022
Q3 | $1.79M | Sell |
26,193
-74
| -0.3% | -$6.06K | 0.85% | 18 |
|
|
2022
Q2 | $2.13M | Sell |
26,267
-121
| -0.5% | -$9.76K | 0.9% | 20 |
|
|
2022
Q1 | $2.09M | Buy |
26,388
+56
| +0.2% | +$4.3K | 0.77% | 19 |
|
|
2021
Q4 | $2.12M | Sell |
26,332
-662
| -2% | -$50.7K | 0.73% | 20 |
|
|
2021
Q3 | $1.93M | Sell |
26,994
-371
| -1% | -$28.2K | 0.7% | 28 |
|
|
2021
Q2 | $2M | Buy |
+27,365
| New | +$2M | 0.77% | 23 |
|
|
2020
Q1 | $1.82M | Sell |
31,938
-2,104
| -6% | -$160K | 1.38% | 10 |
|
|
2019
Q4 | $2.67M | Sell |
34,042
-2,181
| -6% | -$183K | 1.72% | 9 |
|
|
2019
Q3 | $3.17M | Sell |
36,223
-171
| -0.5% | -$14.6K | 2.1% | 9 |
|
|
2019
Q2 | $2.89M | Sell |
36,394
-1,795
| -5% | -$142K | 2.02% | 9 |
|
|
2019
Q1 | $2.93M | Buy |
38,189
+73
| +0.2% | +$5.26K | 2.14% | 10 |
|
|
2018
Q4 | $2.44M | Buy |
38,116
+13,801
| +57% | +$898K | 2.01% | 10 |
|
|
2018
Q3 | $1.53M | Buy |
24,315
+1
| +0% | +$64 | 1.16% | 11 |
|
|
2018
Q2 | $1.56M | Sell |
24,314
-127
| -0.5% | -$8.05K | 1.21% | 11 |
|
|
2018
Q1 | $1.48M | Buy |
+24,441
| New | +$1.5M | 1.26% | 12 |
|
Other funds holding WPC
VPM
VCM
