Westend Capital 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 | $135K | Hold |
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|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $126K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $125K | Hold |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $113K | Buy |
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|
2016
Q3 | $336K | Hold |
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|
2016
Q2 | $361K | Hold |
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|
2016
Q1 | $324K | Hold |
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|
2015
Q4 | $307K | Hold |
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|
2015
Q3 | $320K | Hold |
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|
2015
Q2 | $309K | Hold |
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|
2015
Q1 | $349K | Hold |
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|
2014
Q4 | $365K | Hold |
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|
2014
Q3 | $337K | Hold |
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|
2014
Q2 | $346K | Hold |
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|
2014
Q1 | $310K | Hold |
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|
2013
Q4 | $319K | Buy |
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|
2013
Q2 | $348K | Buy |
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