A detailed history of Apollon Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 9,541 shares of WPC stock, worth $524,945. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,541
Previous 17,504 45.49%
Holding current value
$524,945
Previous $1.13 Million 52.56%
% of portfolio
0.02%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$54.84 - $67.37 $436,690 - $536,467
-7,963 Reduced 45.49%
9,541 $538,000
Q4 2023

Feb 06, 2024

BUY
$52.21 - $65.68 $13,313 - $16,748
255 Added 1.48%
17,504 $1.13 Million
Q3 2023

Nov 14, 2023

SELL
$54.08 - $73.02 $148,395 - $200,366
-2,744 Reduced 13.72%
17,249 $932,000
Q2 2023

Aug 04, 2023

BUY
$66.29 - $76.27 $226,844 - $260,995
3,422 Added 20.65%
19,993 $1.35 Million
Q1 2023

May 15, 2023

BUY
$75.21 - $85.55 $436,669 - $496,703
5,806 Added 53.93%
16,571 $1.28 Million
Q4 2022

Feb 15, 2023

BUY
$68.46 - $81.68 $7,462 - $8,903
109 Added 1.02%
10,765 $841,000
Q3 2022

Nov 08, 2022

BUY
$68.77 - $89.3 $22,006 - $28,576
320 Added 3.1%
10,656 $744,000
Q2 2022

Aug 11, 2022

BUY
$76.0 - $86.57 $1,064 - $1,211
14 Added 0.14%
10,336 $856,000
Q1 2022

May 16, 2022

BUY
$74.37 - $83.52 $16,658 - $18,708
224 Added 2.22%
10,322 $834,000
Q4 2021

Feb 14, 2022

BUY
$74.14 - $83.05 $154,359 - $172,910
2,082 Added 25.97%
10,098 $829,000
Q3 2021

Nov 15, 2021

BUY
$73.04 - $80.69 $250,965 - $277,250
3,436 Added 75.02%
8,016 $585,000
Q2 2021

Aug 12, 2021

SELL
$70.57 - $78.29 $13,972 - $15,501
-198 Reduced 4.14%
4,580 $342,000
Q1 2021

May 17, 2021

SELL
$66.32 - $71.74 $382,003 - $413,222
-5,760 Reduced 54.66%
4,778 $338,000
Q4 2020

Jan 29, 2021

BUY
$61.58 - $71.75 $648,930 - $756,101
10,538 New
10,538 $744,000

Others Institutions Holding WPC

About W. P. Carey Inc.


  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.4B
  • 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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