A detailed history of Perigon Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 13,928 shares of WPC stock, worth $755,594. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,928
Holding current value
$755,594
% of portfolio
0.02%

Shares

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

Oct 16, 2024

BUY
$54.63 - $63.96 $760,886 - $890,834
13,928 New
13,928 $867,000
Q4 2023

Jan 29, 2024

SELL
$52.21 - $65.68 $240,218 - $302,193
-4,601 Reduced 36.29%
8,078 $523,000
Q3 2023

Oct 30, 2023

SELL
$54.08 - $73.02 $1,352 - $1,825
-25 Reduced 0.2%
12,679 $685,000
Q2 2023

Aug 02, 2023

SELL
$66.29 - $76.27 $101,423 - $116,693
-1,530 Reduced 10.75%
12,704 $858,000
Q1 2023

May 03, 2023

SELL
$75.21 - $85.55 $20,983 - $23,868
-279 Reduced 1.92%
14,234 $1.1 Million
Q4 2022

Feb 14, 2023

BUY
$68.46 - $81.68 $400,559 - $477,909
5,851 Added 67.55%
14,513 $1.13 Million
Q3 2022

Dec 13, 2022

BUY
$68.77 - $89.3 $595,685 - $773,516
8,662 New
8,662 $605,000
Q3 2021

Oct 25, 2021

SELL
$73.04 - $80.69 $234,166 - $258,692
-3,206 Closed
0 $0
Q2 2021

Jul 19, 2021

SELL
$70.57 - $78.29 $13,690 - $15,188
-194 Reduced 5.71%
3,206 $239,000
Q1 2021

May 17, 2021

BUY
$66.32 - $71.74 $5,305 - $5,739
80 Added 2.41%
3,400 $241,000
Q4 2020

Jan 28, 2021

BUY
$61.58 - $71.75 $15,395 - $17,937
250 Added 8.14%
3,320 $234,000
Q3 2020

Nov 03, 2020

SELL
$63.15 - $73.44 $4,609 - $5,361
-73 Reduced 2.32%
3,070 $200,000
Q2 2020

Jul 29, 2020

SELL
$50.26 - $74.36 $11,409 - $16,879
-227 Reduced 6.74%
3,143 $213,000
Q1 2020

Apr 17, 2020

BUY
$43.86 - $88.27 $147,808 - $297,469
3,370 New
3,370 $236,000
Q3 2011

Nov 14, 2022

BUY
N/A
8,662
8,662 $605,000

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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