A detailed history of Flagship Private Wealth, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 5,383 shares of WPC stock, worth $300,963. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,383
Previous 5,383 -0.0%
Holding current value
$300,963
Previous $335,000 12.54%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Oct 30, 2024

SELL
$54.63 - $63.96 $212,838 - $249,188
-3,896 Reduced 41.99%
5,383 $335,000
Q2 2024

Jul 22, 2024

SELL
$53.32 - $60.11 $61,744 - $69,607
-1,158 Reduced 11.1%
9,279 $510,000
Q1 2024

Apr 30, 2024

SELL
$54.84 - $67.37 $39,100 - $48,034
-713 Reduced 6.39%
10,437 $589,000
Q4 2023

Jan 17, 2024

SELL
$52.21 - $65.68 $31,117 - $39,145
-596 Reduced 5.07%
11,150 $722,000
Q3 2023

Oct 19, 2023

SELL
$54.08 - $73.02 $55,594 - $75,064
-1,028 Reduced 8.05%
11,746 $635,000
Q2 2023

Jul 20, 2023

SELL
$66.29 - $76.27 $114,151 - $131,336
-1,722 Reduced 11.88%
12,774 $863,000
Q1 2023

Apr 18, 2023

SELL
$75.21 - $85.55 $109,204 - $124,218
-1,452 Reduced 9.1%
14,496 $1.12 Million
Q4 2022

Jan 20, 2023

SELL
$68.46 - $81.68 $38,885 - $46,394
-568 Reduced 3.44%
15,948 $0
Q3 2022

Oct 14, 2022

BUY
$68.77 - $89.3 $119,728 - $155,471
1,741 Added 11.78%
16,516 $1.15 Million
Q2 2022

Jul 19, 2022

BUY
$76.0 - $86.57 $304 - $346
4 Added 0.03%
14,775 $1.22 Million
Q1 2022

Apr 21, 2022

SELL
$74.37 - $83.52 $259,253 - $291,150
-3,486 Reduced 19.09%
14,771 $1.19 Million
Q4 2021

Feb 09, 2022

BUY
$74.14 - $83.05 $370 - $415
5 Added 0.03%
18,257 $1.5 Million
Q3 2021

Oct 20, 2021

BUY
$73.04 - $80.69 $292 - $322
4 Added 0.02%
18,252 $1.33 Million
Q2 2021

Jul 09, 2021

SELL
$70.57 - $78.29 $97.6 Million - $108 Million
-1,383,028 Reduced 98.7%
18,248 $1.4 Billion
Q2 2021

Jul 09, 2021

BUY
$70.57 - $78.29 $97.4 Million - $108 Million
1,380,893 Added 6774.73%
1,401,276 $105 Million
Q1 2021

Apr 09, 2021

SELL
$66.32 - $71.74 $66 - $71
-1 Reduced -0.0%
20,383 $1.47 Billion
Q4 2020

Feb 02, 2021

BUY
$61.58 - $71.75 $1.26 Million - $1.46 Million
20,384 New
20,384 $1.44 Million

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 $11.6B
  • 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
Track This Portfolio

Track Flagship Private Wealth, LLC Portfolio

Follow Flagship Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Flagship Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Private Wealth, LLC with notifications on news.