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

Campbell Wealth Management

$1.11 Billion
Q4 2024

A detailed history of Campbell Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Campbell Wealth Management holds 7,856 shares of WPC stock, worth $439,228. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,856

Previous 6,073 29.36%

Holding current value

$439,228

Previous $378,000 13.23%

% of portfolio

0.04%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$53.44 - $61.33 $95,283 - $109,351	1,783 Added 29.36%	7,856 $428,000
Q3 2024 Oct 28, 2024	SELL	$54.63 - $63.96 $97,405 - $114,040	-1,783 Reduced 22.7%	6,073 $378,000
Q1 2024 May 09, 2024	BUY	$54.84 - $67.37 $97,779 - $120,120	1,783 Added 29.36%	7,856 $443,000
Q4 2023 Feb 08, 2024	SELL	$52.21 - $65.68 $93,090 - $117,107	-1,783 Reduced 22.7%	6,073 $394,000
Q3 2023 Nov 13, 2023	SELL	$54.08 - $73.02 $85,284 - $115,152	-1,577 Reduced 16.72%	7,856 $425,000
Q2 2023 Jul 27, 2023	BUY	$66.29 - $76.27 $104,539 - $120,277	1,577 Added 20.07%	9,433 $637,000
Q4 2022 Jan 10, 2023	BUY	$68.46 - $81.68 $32,107 - $38,307	469 Added 6.35%	7,856 $614,000
Q3 2022 Oct 11, 2022	BUY	$68.77 - $89.3 $256,718 - $333,356	3,733 Added 102.16%	7,387 $516,000
Q3 2021 Dec 22, 2022	SELL	$73.04 - $80.69 $272,658 - $301,215	-3,733 Reduced 50.53%	3,654 $267,000
Q3 2021 Oct 25, 2021	BUY	$73.04 - $80.69 $266,888 - $294,841	3,654 New	3,654 $267,000
Q2 2021 Jul 21, 2021	SELL	$70.57 - $78.29 $257,862 - $286,071	-3,654 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$66.32 - $71.74 $60,948 - $65,929	-919 Reduced 20.1%	3,654 $259,000
Q3 2020 Nov 02, 2020	SELL	$63.15 - $73.44 $69,465 - $80,784	-1,100 Reduced 19.39%	4,573 $298,000
Q2 2020 Jul 23, 2020	BUY	$50.26 - $74.36 $101,474 - $150,132	2,019 Added 55.25%	5,673 $384,000
Q1 2020 Apr 17, 2020	SELL	$43.86 - $88.27 $46,053 - $92,683	-1,050 Reduced 22.32%	3,654 $212,000
Q1 2019 May 13, 2019	SELL	$64.14 - $78.88 $277,854 - $341,708	-4,332 Reduced 47.94%	4,704 $368,000
Q4 2018 Feb 14, 2019	BUY	$62.88 - $70.58 $568,183 - $637,760	9,036 New	9,036 $590,000

Others Institutions Holding WPC

# of Institutions

863

Shares Held

140M

Call Options Held

Put Options Held

792K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.6B
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 ...

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