A detailed history of Campbell Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Campbell Wealth Management holds 6,073 shares of WPC stock, worth $329,460. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,073
Previous 7,856 22.7%
Holding current value
$329,460
Previous $432,000 12.5%
% of portfolio
0.03%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About W. P. Carey Inc.


  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.2B
  • 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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