Teamwork Financial Advisors, LLC W. P. Carey Inc. Transaction History

Teamwork Financial Advisors, LLC

$731 Million
Q4 2024

A detailed history of Teamwork Financial Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 7,038 shares of WPC stock, worth $388,919. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,038

Previous 7,381 4.65%

Holding current value

$388,919

Previous $459,000 16.56%

% of portfolio

0.05%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$53.44 - $61.33 $18,329 - $21,036	-343 Reduced 4.65%	7,038 $383,000
Q3 2024 Oct 16, 2024	SELL	$54.63 - $63.96 $30,592 - $35,817	-560 Reduced 7.05%	7,381 $459,000
Q2 2024 Aug 06, 2024	BUY	$53.32 - $60.11 $60,571 - $68,284	1,136 Added 16.69%	7,941 $437,000
Q1 2024 Apr 19, 2024	BUY	$54.84 - $67.37 $78,859 - $96,878	1,438 Added 26.79%	6,805 $384,000
Q4 2023 Jan 19, 2024	BUY	$52.21 - $65.68 $43,282 - $54,448	829 Added 18.27%	5,367 $347,000
Q3 2023 Oct 31, 2023	BUY	$54.08 - $73.02 $41,046 - $55,422	759 Added 20.08%	4,538 $245,000
Q2 2023 Jul 17, 2023	SELL	$66.29 - $76.27 $117,465 - $135,150	-1,772 Reduced 31.92%	3,779 $255,000
Q1 2023 Apr 06, 2023	SELL	$75.21 - $85.55 $63,627 - $72,375	-846 Reduced 13.22%	5,551 $429,000
Q4 2022 Jan 17, 2023	BUY	$68.46 - $81.68 $33,545 - $40,023	490 Added 8.3%	6,397 $0
Q3 2022 Oct 12, 2022	BUY	$68.77 - $89.3 $6,670 - $8,662	97 Added 1.67%	5,907 $412,000
Q2 2022 Jul 22, 2022	SELL	$76.0 - $86.57 $10,032 - $11,427	-132 Reduced 2.22%	5,810 $481,000
Q1 2022 Apr 18, 2022	BUY	$74.37 - $83.52 $177,744 - $199,612	2,390 Added 67.29%	5,942 $480,000
Q4 2021 Jan 31, 2022	SELL	$74.14 - $83.05 $18,831 - $21,094	-254 Reduced 6.67%	3,552 $291,000
Q3 2021 Oct 13, 2021	BUY	$73.04 - $80.69 $38,272 - $42,281	524 Added 15.97%	3,806 $278,000
Q2 2021 Jul 13, 2021	BUY	$70.57 - $78.29 $7,198 - $7,985	102 Added 3.21%	3,282 $245,000
Q1 2021 Apr 12, 2021	BUY	$66.32 - $71.74 $210,897 - $228,133	3,180 New	3,180 $225,000
Q3 2020 Oct 15, 2020	SELL	$63.15 - $73.44 $304,319 - $353,907	-4,819 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$50.26 - $74.36 $242,202 - $358,340	4,819 New	4,819 $326,000

Others Institutions Holding WPC

# of Institutions

863

Shares Held

139M

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 $11.4B
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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Teamwork Financial Advisors, LLC W. P. Carey Inc. Transaction History