Adams Wealth Management W. P. Carey Inc. Transaction History

Adams Wealth Management

  • $433 Million
  • Q3 2024

A detailed history of Adams Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Adams Wealth Management holds 8,745 shares of WPC stock, worth $487,708. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,745
Previous 9,311 6.08%
Holding current value
$487,708
Previous $512,000 6.25%
% of portfolio
0.13%
Previous 0.13%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$54.63 - $63.96 $30,920 - $36,201
-566 Reduced 6.08%
8,745 $544,000
Q2 2024

Jul 16, 2024
SELL
$53.32 - $60.11 $126,954 - $143,121
-2,381 Reduced 20.36%
9,311 $512,000
Q1 2024

May 20, 2024
BUY
$54.84 - $67.37 $21,058 - $25,870
384 Added 3.4%
11,692 $659,000
Q4 2023

Feb 12, 2024
SELL
$52.21 - $65.68 $27,462 - $34,547
-526 Reduced 4.44%
11,308 $732,000
Q3 2023

Nov 09, 2023
BUY
$54.08 - $73.02 $20,712 - $27,966
383 Added 3.34%
11,834 $639,000
Q2 2023

Aug 14, 2023
BUY
$66.29 - $76.27 $37,719 - $43,397
569 Added 5.23%
11,451 $773,000
Q1 2023

May 03, 2023
BUY
$75.21 - $85.55 $96,569 - $109,846
1,284 Added 13.38%
10,882 $842,000
Q4 2022

Feb 17, 2023
BUY
$68.46 - $81.68 $71,883 - $85,764
1,050 Added 12.28%
9,598 $750,000
Q3 2022

Nov 10, 2022
SELL
$68.77 - $89.3 $46,763 - $60,724
-680 Reduced 7.37%
8,548 $597,000
Q2 2022

Jul 20, 2022
SELL
$76.0 - $86.57 $20,064 - $22,854
-264 Reduced 2.78%
9,228 $765,000
Q1 2022

Apr 11, 2022
SELL
$74.37 - $83.52 $23,129 - $25,974
-311 Reduced 3.17%
9,492 $767,000
Q4 2021

Feb 09, 2022
SELL
$74.14 - $83.05 $53,380 - $59,796
-720 Reduced 6.84%
9,803 $804,000
Q3 2021

Nov 02, 2021
SELL
$73.04 - $80.69 $116,717 - $128,942
-1,598 Reduced 13.18%
10,523 $769,000
Q2 2021

Aug 03, 2021
SELL
$70.57 - $78.29 $14,960 - $16,597
-212 Reduced 1.72%
12,121 $904,000
Q1 2021

May 12, 2021
BUY
$66.32 - $71.74 $58,295 - $63,059
879 Added 7.67%
12,333 $873,000
Q4 2020

Feb 08, 2021
SELL
$61.58 - $71.75 $25,432 - $29,632
-413 Reduced 3.48%
11,454 $808,000
Q3 2020

Nov 12, 2020
SELL
$63.15 - $73.44 $27,280 - $31,726
-432 Reduced 3.51%
11,867 $773,000
Q2 2020

Aug 04, 2020
SELL
$50.26 - $74.36 $100,017 - $147,976
-1,990 Reduced 13.93%
12,299 $832,000
Q1 2020

May 06, 2020
SELL
$43.86 - $88.27 $80,570 - $162,151
-1,837 Reduced 11.39%
14,289 $830,000
Q4 2019

Feb 12, 2020
BUY
$76.67 - $93.45 $1.24 Million - $1.51 Million
16,126 New
16,126 $1.29 Million

Others Institutions Holding WPC

# of Institutions
879
Shares Held
140M
Call Options Held
1M
Put Options Held
791K
View Full List

About W. P. Carey Inc.

WPC Quotes by TradingView
  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.5B
  • Description
  • W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested ...
More about WPC
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