Whittier Trust’s W.P. Carey WPC Stock Holding History

Whittier Trust’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$102K	Hold
2025 Q2	$91.7K	Buy
2025 Q1	$69.4K	Hold
2024 Q4	$59.9K	Hold
2024 Q3	$68.5K	Hold
2024 Q2	$60.5K	Hold
2024 Q1	$62.1K	Hold
2023 Q4	$71.3K	Sell
2023 Q3	$60K	Buy
2023 Q2	$74.3K	Hold
2023 Q1	$85.2K	Hold
2022 Q4	$86K	Hold
2022 Q3	$77K	Hold
2022 Q2	$91K	Sell
2022 Q1	$133K	Buy
2021 Q4	$90K	Hold
2021 Q3	$80K	Hold
2021 Q2	$82K	Hold
2021 Q1	$78K	Hold
2020 Q4	$78K	Hold
2020 Q3	$72K	Hold
2020 Q2	$74K	Hold
2020 Q1	$64K	Hold
2019 Q4	$88K	Hold
2019 Q3	$98K	Hold
2019 Q2	$89K	Hold
2019 Q1	$86K	Hold
2018 Q4	$72K	Hold
2018 Q3	$71K	Hold
2018 Q2	$73K	Hold
2018 Q1	$68K	Sell
2017 Q4	$93K	Hold
2017 Q3	$91K	Hold
2017 Q2	$89K	Sell
2017 Q1	$93K	Hold
2016 Q4	$89K	Sell
2016 Q3	$110K	Sell
2016 Q2	$153K	Sell
2016 Q1	$143K	Buy
2015 Q4	$133K	Sell
2015 Q3	$286K	Sell
2015 Q2	$345K	Buy
2015 Q1	$333K	Buy