Symphony Financial, Ltd. Co. W. P. Carey Inc. Transaction History

Symphony Financial, Ltd. Co.

$608 Million
Q3 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 5,614 shares of WPC stock, worth $322,861. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,614

Previous 5,593 0.38%

Holding current value

$322,861

Previous $307,000 13.68%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$54.63 - $63.96 $1,147 - $1,343	21 Added 0.38%	5,614 $349,000
Q2 2024 Jul 17, 2024	BUY	$53.32 - $60.11 $1,173 - $1,322	22 Added 0.39%	5,593 $307,000
Q4 2023 Jan 18, 2024	BUY	$52.21 - $65.68 $2,349 - $2,955	45 Added 0.81%	5,571 $361,000
Q3 2023 Nov 07, 2023	SELL	$54.08 - $73.02 $67,383 - $90,982	-1,246 Reduced 18.4%	5,526 $298,000
Q2 2023 Jul 12, 2023	SELL	$66.29 - $76.27 $17,633 - $20,287	-266 Reduced 3.78%	6,772 $457,000
Q1 2023 May 03, 2023	BUY	$75.21 - $85.55 $1,278 - $1,454	17 Added 0.24%	7,038 $545,000
Q4 2022 Jan 26, 2023	BUY	$68.46 - $81.68 $1,300 - $1,551	19 Added 0.27%	7,021 $0
Q3 2022 Oct 27, 2022	BUY	$68.77 - $89.3 $109,550 - $142,254	1,593 Added 29.45%	7,002 $482,000
Q2 2022 Jul 18, 2022	SELL	$76.0 - $86.57 $10,412 - $11,860	-137 Reduced 2.47%	5,409 $454,000
Q1 2022 May 13, 2022	BUY	$74.37 - $83.52 $110,736 - $124,361	1,489 Added 36.7%	5,546 $453,000
Q2 2021 Jul 13, 2021	SELL	$70.57 - $78.29 $16,725 - $18,554	-237 Reduced 5.52%	4,057 $305,000
Q1 2021 Apr 15, 2021	BUY	$66.32 - $71.74 $15,717 - $17,002	237 Added 5.84%	4,294 $311,000
Q3 2020 Oct 09, 2020	BUY	$63.15 - $73.44 $9,661 - $11,236	153 Added 3.92%	4,057 $264,000
Q2 2020 Jul 08, 2020	BUY	$50.26 - $74.36 $196,215 - $290,301	3,904 New	3,904 $264,000

Others Institutions Holding WPC

# of Institutions

879

Shares Held

140M

Call Options Held

Put Options Held

791K

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 $11.9B
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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Symphony Financial, Ltd. Co. W. P. Carey Inc. Transaction History