Kingsview Wealth Management, LLC W. P. Carey Inc. Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 4,309 shares of WPC stock, worth $280,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,309

Previous 4,410 2.29%

Holding current value

$280,300

Previous $274,000 14.6%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$53.44 - $61.33 $5,397 - $6,194	-101 Reduced 2.29%	4,309 $234,000
Q3 2024 Nov 12, 2024	BUY	$54.63 - $63.96 $382 - $447	7 Added 0.16%	4,410 $274,000
Q2 2024 Aug 14, 2024	SELL	$53.32 - $60.11 $32,151 - $36,246	-603 Reduced 12.05%	4,403 $242,000
Q1 2024 May 09, 2024	BUY	$54.84 - $67.37 $14,477 - $17,785	264 Added 5.57%	5,006 $282,000
Q4 2023 Feb 08, 2024	SELL	$52.21 - $65.68 $23,337 - $29,358	-447 Reduced 8.61%	4,742 $307,000
Q3 2023 Nov 07, 2023	BUY	$54.08 - $73.02 $43,480 - $58,708	804 Added 18.34%	5,189 $280,000
Q2 2023 Aug 10, 2023	SELL	$66.29 - $76.27 $66,488 - $76,498	-1,003 Reduced 18.62%	4,385 $296,000
Q1 2023 May 15, 2023	BUY	$75.21 - $85.55 $128,759 - $146,461	1,712 Added 46.57%	5,388 $417,000
Q4 2022 Feb 13, 2023	SELL	$68.46 - $81.68 $42,171 - $50,314	-616 Reduced 14.35%	3,676 $287,000
Q3 2022 Nov 14, 2022	BUY	$68.77 - $89.3 $8,321 - $10,805	121 Added 2.9%	4,292 $300,000
Q2 2022 Aug 16, 2022	BUY	$76.0 - $86.57 $85,576 - $97,477	1,126 Added 36.98%	4,171 $346,000
Q1 2022 Feb 08, 2024	SELL	$74.37 - $83.52 $94,301 - $105,903	-1,268 Reduced 26.74%	3,474 $280,000
Q4 2021 Feb 17, 2022	BUY	$74.14 - $83.05 $5,708 - $6,394	77 Added 2.59%	3,045 $250,000
Q3 2021 Dec 03, 2021	SELL	$73.04 - $80.69 $42,436 - $46,880	-581 Reduced 16.37%	2,968 $217,000
Q2 2021 Aug 17, 2021	BUY	$70.57 - $78.29 $4,869 - $5,402	69 Added 1.98%	3,549 $265,000
Q1 2021 May 24, 2021	SELL	$66.32 - $71.74 $38,996 - $42,183	-588 Reduced 14.45%	3,480 $252,000
Q4 2020 Feb 16, 2021	BUY	$61.58 - $71.75 $246 - $287	4 Added 0.1%	4,068 $287,000
Q3 2020 Nov 19, 2020	SELL	$63.15 - $73.44 $26,459 - $30,771	-419 Reduced 9.35%	4,064 $265,000
Q2 2020 Aug 14, 2020	SELL	$50.26 - $74.36 $29,150 - $43,128	-580 Reduced 11.46%	4,483 $303,000
Q1 2020 May 11, 2020	BUY	$43.86 - $88.27 $13,508 - $27,187	308 Added 6.48%	5,063 $294,000
Q4 2019 Jan 31, 2020	BUY	$76.67 - $93.45 $364,565 - $444,354	4,755 New	4,755 $381,000
Q4 2019 Jan 30, 2020	SELL	$76.67 - $93.45 $298,859 - $364,268	-3,898 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$80.33 - $91.62 $32,774 - $37,380	408 Added 11.69%	3,898 $349,000
Q2 2019 Jan 29, 2020	SELL	$75.96 - $86.0 $92,443 - $104,662	-1,217 Reduced 25.86%	3,490 $283,000
Q1 2019 Jan 29, 2020	SELL	$64.14 - $78.88 $56,443 - $69,414	-880 Reduced 15.75%	4,707 $369,000
Q4 2018 Jan 29, 2020	BUY	$62.88 - $70.58 $351,310 - $394,330	5,587 New	5,587 $365,000

Others Institutions Holding WPC

# of Institutions

869

Shares Held

146M

Call Options Held

980K

Put Options Held

811K

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 $13.4B
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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC W. P. Carey Inc. Transaction History