Avantax Planning Partners, Inc. W. P. Carey Inc. Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,437 shares of WPC stock, worth $354,549. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,437

Previous 6,261 2.81%

Holding current value

$354,549

Previous $344,000 16.57%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$54.63 - $63.96 $9,614 - $11,256	176 Added 2.81%	6,437 $401,000
Q2 2024 Aug 09, 2024	BUY	$53.32 - $60.11 $23,300 - $26,268	437 Added 7.5%	6,261 $344,000
Q1 2024 May 02, 2024	BUY	$54.84 - $67.37 $134,083 - $164,719	2,445 Added 72.36%	5,824 $328,000
Q4 2023 Feb 09, 2024	SELL	$52.21 - $65.68 $53,097 - $66,796	-1,017 Reduced 23.13%	3,379 $218,000
Q3 2023 Nov 03, 2023	BUY	$54.08 - $73.02 $13,898 - $18,766	257 Added 6.21%	4,396 $237,000
Q2 2023 Jul 17, 2023	BUY	$66.29 - $76.27 $20,682 - $23,796	312 Added 8.15%	4,139 $279,000
Q1 2023 Apr 20, 2023	BUY	$75.21 - $85.55 $52,722 - $59,970	701 Added 22.42%	3,827 $296,000
Q3 2022 Oct 14, 2022	BUY	$68.77 - $89.3 $7,014 - $9,108	102 Added 3.37%	3,126 $218,000
Q2 2022 Jul 18, 2022	BUY	$76.0 - $86.57 $3,724 - $4,241	49 Added 1.65%	3,024 $251,000
Q1 2022 May 09, 2022	BUY	$74.37 - $83.52 $26,029 - $29,232	350 Added 13.33%	2,975 $240,000
Q4 2021 Jan 28, 2022	BUY	$74.14 - $83.05 $194,617 - $218,006	2,625 New	2,625 $215,000
Q1 2020 Apr 27, 2020	SELL	$43.86 - $88.27 $117,193 - $235,857	-2,672 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$80.33 - $91.62 $13,656 - $15,575	-170 Reduced 5.98%	2,672 $239,000
Q1 2019 May 08, 2019	SELL	$64.14 - $78.88 $33,160 - $40,780	-517 Reduced 15.39%	2,842 $223,000
Q4 2018 Feb 14, 2019	BUY	$62.88 - $70.58 $194,236 - $218,021	3,089 Added 1144.07%	3,359 $219,000
Q3 2018 Nov 13, 2018	BUY	$63.87 - $67.94 $17,244 - $18,343	270 New	270 $17,000
Q2 2018 Aug 13, 2018	SELL	$61.13 - $67.65 $166,762 - $184,549	-2,728 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$59.24 - $68.47 $13,506 - $15,611	-228 Reduced 7.71%	2,728 $169,000
Q4 2017 Feb 09, 2018	SELL	$67.77 - $72.32 $52,521 - $56,047	-775 Reduced 20.77%	2,956 $204,000
Q3 2017 Oct 19, 2017	BUY	$65.87 - $69.93 $245,760 - $260,908	3,731	3,731 $251,000

Others Institutions Holding WPC

# of Institutions

878

Shares Held

139M

Call Options Held

Put Options Held

791K

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About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.4B
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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Avantax Planning Partners, Inc. W. P. Carey Inc. Transaction History