Widmann Financial Services’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 | $288K | Sell |
4,618
-165
| -3% | -$10.3K | 0.2% | 91 |
|
|
2025
Q1 | $302K | Sell |
4,783
-217
| -4% | -$13.7K | 0.23% | 80 |
|
|
2024
Q4 | $272K | Hold |
5,000
| – | – | 0.21% | 82 |
|
|
2024
Q3 | $311K | Sell |
5,000
-760
| -13% | -$47.3K | 0.24% | 74 |
|
|
2024
Q2 | $317K | Sell |
5,760
-100
| -2% | -$5.51K | 0.26% | 70 |
|
|
2024
Q1 | $331K | Hold |
5,860
| – | – | 0.28% | 72 |
|
|
2023
Q4 | $380K | Sell |
5,860
-123
| -2% | -$7.97K | 0.34% | 57 |
|
|
2023
Q3 | $317K | Hold |
5,983
| – | – | 0.32% | 63 |
|
|
2023
Q2 | $396K | Buy |
5,983
+145
| +2% | +$9.59K | 0.38% | 57 |
|
|
2023
Q1 | $443K | Buy |
5,838
+341
| +6% | +$25.9K | 0.45% | 52 |
|
|
2022
Q4 | $421K | Buy |
5,497
+1
| +0% | +$77 | 0.44% | 54 |
|
|
2022
Q3 | $376K | Buy |
5,496
+8
| +0.1% | +$547 | 0.42% | 58 |
|
|
2022
Q2 | $445K | Buy |
5,488
+306
| +6% | +$24.8K | 0.46% | 55 |
|
|
2022
Q1 | $410K | Buy |
5,182
+82
| +2% | +$6.49K | 0.36% | 57 |
|
|
2021
Q4 | $409K | Buy |
+5,100
| New | +$409K | 0.34% | 56 |
|