Heritage Wealth Advisors W. P. Carey Inc. Transaction History

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025

A detailed history of Heritage Wealth Advisors transactions in W. P. Carey Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 402 shares of WPC stock, worth $26,532. This represents 0.0% of its overall portfolio holdings.

Number of Shares
402
Previous 402 -0.0%
Holding current value
$26,532
Previous $25,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Dec 12, 2024
SELL
$53.32 - $60.11 $10,557 - $11,901
-198 Reduced 33.0%
402 $22,000
Q2 2024

Aug 05, 2024
BUY
$53.32 - $60.11 $21,114 - $23,803
396 Added 6600.0%
402 $22,000
Q1 2024

May 08, 2024
SELL
$54.84 - $67.37 $32,574 - $40,017
-594 Reduced 99.0%
6 $0
Q4 2023

Dec 12, 2024
SELL
$52.21 - $65.68 $7,935 - $9,983
-152 Reduced 20.21%
600 $38,000
Q4 2023

Feb 09, 2024
SELL
$52.21 - $65.68 $7,935 - $9,983
-152 Reduced 20.21%
600 $38,000
Q2 2023

Dec 12, 2024
BUY
$66.29 - $76.27 $23,201 - $26,694
350 Added 87.06%
752 $50,000
Q1 2023

May 04, 2023
SELL
$75.21 - $85.55 $3,910 - $4,448
-52 Reduced 6.47%
752 $58,000
Q3 2022

Dec 12, 2024
BUY
$68.77 - $89.3 $27,645 - $35,898
402 Added 100.0%
804 $56,000
Q2 2022

Aug 04, 2022
BUY
$76.0 - $86.57 $7,600 - $8,657
100 Added 14.2%
804 $67,000
Q3 2021

Nov 02, 2021
BUY
$73.04 - $80.69 $3,652 - $4,034
50 Added 7.65%
704 $51,000
Q2 2021

Aug 09, 2021
BUY
$70.57 - $78.29 $17,642 - $19,572
250 Added 61.88%
654 $48,000
Q2 2021

Jul 27, 2021
SELL
$70.57 - $78.29 $17,642 - $19,572
-250 Reduced 38.23%
404 $29,000
Q1 2021

Apr 27, 2021
BUY
$66.32 - $71.74 $16,580 - $17,935
250 Added 61.88%
654 $46,000
Q2 2020

Jul 17, 2020
SELL
$50.26 - $74.36 $639,206 - $945,710
-12,718 Reduced 96.92%
404 $27,000
Q2 2020

Jul 17, 2020
BUY
$50.26 - $74.36 $625,385 - $925,261
12,443 Added 1832.55%
13,122 $27,000
Q1 2020

May 05, 2020
SELL
$43.86 - $88.27 $16,447 - $33,101
-375 Reduced 35.58%
679 $39,000
Q4 2019

Feb 04, 2020
BUY
$76.67 - $93.45 $23,307 - $28,408
304 Added 40.53%
1,054 $84,000
Q2 2019

Aug 05, 2019
BUY
$75.96 - $86.0 $54,691 - $61,920
720 Added 2400.0%
750 $0
Q3 2018

Nov 14, 2018
BUY
$63.87 - $67.94 $1,916 - $2,038
30 New
30 $1,000

Others Institutions Holding WPC

# of Institutions
938
Shares Held
156M
Call Options Held
1.33M
Put Options Held
588K
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 $13.6B
  • 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 ...
More about WPC
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