A detailed history of Axxcess Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 7,114 shares of WPC stock, worth $388,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,114
Previous 7,111 0.04%
Holding current value
$388,424
Previous $391,000 13.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$54.63 - $63.96 $163 - $191
3 Added 0.04%
7,114 $443,000
Q2 2024

Aug 09, 2024

SELL
$53.32 - $60.11 $8,904 - $10,038
-167 Reduced 2.29%
7,111 $391,000
Q1 2024

May 14, 2024

SELL
$54.84 - $67.37 $5,319 - $6,534
-97 Reduced 1.32%
7,278 $410,000
Q4 2023

Feb 06, 2024

SELL
$52.21 - $65.68 $29,028 - $36,518
-556 Reduced 7.01%
7,375 $477,000
Q3 2023

Nov 14, 2023

SELL
$54.08 - $73.02 $7,300 - $9,857
-135 Reduced 1.67%
7,931 $428,000
Q2 2023

Aug 08, 2023

SELL
$66.29 - $76.27 $20,682 - $23,796
-312 Reduced 3.72%
8,066 $544,000
Q1 2023

May 03, 2023

SELL
$75.21 - $85.55 $827 - $941
-11 Reduced 0.13%
8,378 $648,000
Q4 2022

Feb 14, 2023

SELL
$68.46 - $81.68 $340,109 - $405,786
-4,968 Reduced 37.19%
8,389 $655,000
Q3 2022

Nov 14, 2022

BUY
$68.77 - $89.3 $329,477 - $427,836
4,791 Added 55.93%
13,357 $933,000
Q2 2022

Aug 11, 2022

SELL
$76.0 - $86.57 $9,196 - $10,474
-121 Reduced 1.39%
8,566 $710,000
Q1 2022

Aug 11, 2022

BUY
$74.37 - $83.52 $34,656 - $38,920
466 Added 5.67%
8,687 $702,000
Q4 2021

Aug 11, 2022

BUY
$74.14 - $83.05 $609,504 - $682,754
8,221 New
8,221 $675,000

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 $11.3B
  • 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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.