Westend Capital 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 | $125K | Hold |
2,000
| – | – | 0.04% | 51 |
|
|
2025
Q1 | $126K | Hold |
2,000
| – | – | 0.05% | 52 |
|
|
2024
Q4 | $109K | Hold |
2,000
| – | – | 0.03% | 54 |
|
|
2024
Q3 | $125K | Hold |
2,000
| – | – | 0.04% | 54 |
|
|
2024
Q2 | $109K | Hold |
2,000
| – | – | 0.04% | 50 |
|
|
2024
Q1 | $113K | Buy |
+2,000
| New | +$113K | 0.04% | 53 |
|
|
2016
Q3 | $336K | Hold |
5,309
| – | – | 0.47% | 45 |
|
|
2016
Q2 | $361K | Hold |
5,309
| – | – | 0.52% | 48 |
|
|
2016
Q1 | $324K | Hold |
5,309
| – | – | 0.44% | 47 |
|
|
2015
Q4 | $307K | Hold |
5,309
| – | – | 0.42% | 45 |
|
|
2015
Q3 | $320K | Hold |
5,309
| – | – | 0.41% | 51 |
|
|
2015
Q2 | $309K | Hold |
5,309
| – | – | 0.36% | 54 |
|
|
2015
Q1 | $349K | Hold |
5,309
| – | – | 0.41% | 45 |
|
|
2014
Q4 | $365K | Hold |
5,309
| – | – | 0.42% | 43 |
|
|
2014
Q3 | $337K | Hold |
5,309
| – | – | 0.37% | 40 |
|
|
2014
Q2 | $346K | Hold |
5,309
| – | – | 0.41% | 44 |
|
|
2014
Q1 | $310K | Hold |
5,309
| – | – | 0.37% | 44 |
|
|
2013
Q4 | $319K | Buy |
+5,309
| New | +$319K | 0.34% | 44 |
|
|
2013
Q2 | $348K | Buy |
+5,309
| New | +$348K | 0.36% | 46 |
|