Weaver Consulting Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
33,818
-784
| -2% | -$48.9K | 0.58% | 44 |
|
|
2025
Q1 | $2.18M | Sell |
34,602
-175
| -0.5% | -$11K | 0.66% | 42 |
|
|
2024
Q4 | $1.89M | Sell |
34,777
-70
| -0.2% | -$3.81K | 0.58% | 42 |
|
|
2024
Q3 | $2.17M | Buy |
34,847
+511
| +1% | +$31.8K | 0.69% | 39 |
|
|
2024
Q2 | $1.89M | Buy |
34,336
+415
| +1% | +$22.8K | 0.66% | 39 |
|
|
2024
Q1 | $1.91M | Buy |
33,921
+278
| +0.8% | +$15.7K | 0.71% | 38 |
|
|
2023
Q4 | $2.18M | Sell |
33,643
-2,038
| -6% | -$132K | 0.89% | 28 |
|
|
2023
Q3 | $1.89M | Buy |
35,681
+317
| +0.9% | +$16.8K | 0.85% | 30 |
|
|
2023
Q2 | $2.34M | Buy |
35,364
+625
| +2% | +$41.4K | 1.03% | 25 |
|
|
2023
Q1 | $2.64M | Sell |
34,739
-563
| -2% | -$42.7K | 1.21% | 19 |
|
|
2022
Q4 | $2.7M | Sell |
35,302
-383
| -1% | -$29.3K | 1.38% | 16 |
|
|
2022
Q3 | $2.44M | Buy |
35,685
+700
| +2% | +$47.9K | 1.4% | 16 |
|
|
2022
Q2 | $2.84M | Sell |
34,985
-1,429
| -4% | -$116K | 1.59% | 12 |
|
|
2022
Q1 | $2.88M | Sell |
36,414
-103
| -0.3% | -$8.16K | 1.4% | 17 |
|
|
2021
Q4 | $2.94M | Buy |
36,517
+659
| +2% | +$53K | 1.41% | 17 |
|
|
2021
Q3 | $2.57M | Buy |
35,858
+1,457
| +4% | +$104K | 1.39% | 17 |
|
|
2021
Q2 | $2.51M | Sell |
34,401
-510
| -1% | -$37.3K | 1.42% | 17 |
|
|
2021
Q1 | $2.42M | Buy |
34,911
+1,130
| +3% | +$78.3K | 1.49% | 17 |
|
|
2020
Q4 | $2.34M | Buy |
33,781
+409
| +1% | +$28.3K | 1.46% | 16 |
|
|
2020
Q3 | $2.13M | Sell |
33,372
-127
| -0.4% | -$8.11K | 1.23% | 17 |
|
|
2020
Q2 | $2.22M | Sell |
33,499
-143
| -0.4% | -$9.48K | 1.29% | 17 |
|
|
2020
Q1 | $1.91M | Buy |
33,642
+499
| +2% | +$28.4K | 1.25% | 18 |
|
|
2019
Q4 | $2.91M | Sell |
33,143
-191
| -0.6% | -$16.7K | 1.55% | 14 |
|
|
2019
Q3 | $2.82M | Sell |
33,334
-1,801
| -5% | -$152K | 1.49% | 14 |
|
|
2019
Q2 | $2.79M | Buy |
+35,135
| New | +$2.79M | 1.52% | 14 |
|