Widmann Financial Services’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
Q2 | $288K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $409K | Buy |
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