Western Wealth 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 | $342K | Buy |
5,480
+19
| +0.3% | +$1.19K | 0.02% | 519 |
|
|
2025
Q1 | $345K | Sell |
5,461
-418
| -7% | -$26.4K | 0.02% | 490 |
|
|
2024
Q4 | $320K | Buy |
5,879
+73
| +1% | +$3.98K | 0.02% | 500 |
|
|
2024
Q3 | $362K | Sell |
5,806
-29
| -0.5% | -$1.81K | 0.02% | 544 |
|
|
2024
Q2 | $321K | Sell |
5,835
-780
| -12% | -$42.9K | 0.02% | 472 |
|
|
2024
Q1 | $373K | Sell |
6,615
-880
| -12% | -$49.7K | 0.03% | 438 |
|
|
2023
Q4 | $486K | Buy |
7,495
+610
| +9% | +$39.5K | 0.04% | 421 |
|
|
2023
Q3 | $365K | Sell |
6,885
-133
| -2% | -$7.04K | 0.03% | 456 |
|
|
2023
Q2 | $464K | Sell |
7,018
-209
| -3% | -$13.8K | 0.04% | 390 |
|
|
2023
Q1 | $548K | Sell |
7,227
-2,233
| -24% | -$169K | 0.05% | 346 |
|
|
2022
Q4 | $724K | Sell |
9,460
-10,134
| -52% | -$776K | 0.07% | 282 |
|
|
2022
Q3 | $1.34M | Buy |
19,594
+10,110
| +107% | +$690K | 0.08% | 247 |
|
|
2022
Q2 | $770K | Buy |
9,484
+7
| +0.1% | +$568 | 0.04% | 362 |
|
|
2022
Q1 | $750K | Buy |
+9,477
| New | +$750K | 0.04% | 408 |
|
|
2020
Q2 | – | Sell |
-10,142
| Closed | -$576K | – | 440 |
|
|
2020
Q1 | $576K | Sell |
10,142
-2,456
| -19% | -$139K | 0.13% | 168 |
|
|
2019
Q4 | $988K | Sell |
12,598
-712
| -5% | -$55.8K | 0.15% | 139 |
|
|
2019
Q3 | $1.17M | Buy |
13,310
+156
| +1% | +$13.7K | 0.24% | 104 |
|
|
2019
Q2 | $1.04M | Buy |
13,154
+4,133
| +46% | +$328K | 0.14% | 127 |
|
|
2019
Q1 | $692K | Sell |
9,021
-1,398
| -13% | -$107K | 0.15% | 155 |
|
|
2018
Q4 | $669K | Buy |
+10,419
| New | +$669K | 0.18% | 140 |
|