Buckingham Strategic Wealth, LLC W. P. Carey Inc. Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 3,928 shares of WPC stock, worth $216,354. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,928
Previous 3,848 2.08%
Holding current value
$216,354
Previous $217,000 0.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024
BUY
$53.32 - $60.11 $4,265 - $4,808
80 Added 2.08%
3,928 $216,000
Q1 2024

May 09, 2024
SELL
$54.84 - $67.37 $329 - $404
-6 Reduced 0.16%
3,848 $217,000
Q4 2023

Feb 14, 2024
SELL
$52.21 - $65.68 $74,294 - $93,462
-1,423 Reduced 26.97%
3,854 $249,000
Q3 2023

Nov 13, 2023
SELL
$54.08 - $73.02 $2,000 - $2,701
-37 Reduced 0.7%
5,277 $285,000
Q2 2023

Aug 11, 2023
SELL
$66.29 - $76.27 $40,503 - $46,600
-611 Reduced 10.31%
5,314 $359,000
Q4 2022

Feb 13, 2023
SELL
$68.46 - $81.68 $75,785 - $90,419
-1,107 Reduced 15.74%
5,925 $463,000
Q3 2022

Nov 07, 2022
BUY
$68.77 - $89.3 $77,366 - $100,462
1,125 Added 19.05%
7,032 $491,000
Q2 2022

Aug 12, 2022
BUY
$76.0 - $86.57 $125,172 - $142,580
1,647 Added 38.66%
5,907 $489,000
Q1 2022

May 10, 2022
SELL
$74.37 - $83.52 $37,259 - $41,843
-501 Reduced 10.52%
4,260 $344,000
Q4 2021

Feb 09, 2022
SELL
$74.14 - $83.05 $77,847 - $87,202
-1,050 Reduced 18.07%
4,761 $391,000
Q3 2021

Nov 10, 2021
BUY
$73.04 - $80.69 $22,934 - $25,336
314 Added 5.71%
5,811 $424,000
Q2 2021

Aug 06, 2021
SELL
$70.57 - $78.29 $37,825 - $41,963
-536 Reduced 8.88%
5,497 $410,000
Q4 2020

Feb 16, 2021
SELL
$61.58 - $71.75 $2,155 - $2,511
-35 Reduced 0.58%
6,033 $426,000
Q3 2020

Nov 12, 2020
BUY
$63.15 - $73.44 $31,575 - $36,720
500 Added 8.98%
6,068 $395,000
Q2 2020

Aug 03, 2020
SELL
$50.26 - $74.36 $23,421 - $34,651
-466 Reduced 7.72%
5,568 $377,000
Q1 2020

May 07, 2020
BUY
$43.86 - $88.27 $263 - $529
6 Added 0.1%
6,034 $350,000
Q4 2019

Feb 04, 2020
BUY
$76.67 - $93.45 $37,261 - $45,416
486 Added 8.77%
6,028 $482,000
Q3 2019

Nov 12, 2019
SELL
$80.33 - $91.62 $38,558 - $43,977
-480 Reduced 7.97%
5,542 $496,000
Q1 2019

May 02, 2019
BUY
$64.14 - $78.88 $386,251 - $475,015
6,022 New
6,022 $472,000

Others Institutions Holding WPC

# of Institutions
878
Shares Held
139M
Call Options Held
1M
Put Options Held
791K
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 $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 ...
More about WPC
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