Campbell Wealth Management
- SEC CIK
- 0001736648
- Latest filing
- Jan 30, 2025
WPC holding history
W. P. Carey Inc. in every 13F filed by Campbell Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WPC overviewAll 13F holders of WPCFull Q4 2024 holdings
- Shares (Q4 2024)
- 7,856
- Value
- $428.0K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 7,856 | $428.0K | <0.1% | +1,783+29.4% | Added | Holders |
| Q3 2024 | 6,073 | $378.0K | <0.1% | −1,783−22.7% | Reduced | Holders |
| Q2 2024 | 7,856 | $432.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 7,856 | $443.0K | <0.1% | +1,783+29.4% | Added | Holders |
| Q4 2023 | 6,073 | $394.0K | <0.1% | −1,783−22.7% | Reduced | Holders |
| Q3 2023 | 7,856 | $425.0K | 0.1% | −1,577−16.7% | Reduced | Holders |
| Q2 2023 | 9,433 | $637.0K | 0.1% | +1,577+20.1% | Added | Holders |
| Q1 2023 | 7,856 | $608.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 7,856 | $614.0K | 0.1% | +469+6.3% | Added | Holders |
| Q3 2022 | 7,387 | $516.0K | 0.1% | +3,733+102.2% | Added | Holders |
| Q2 2022 | 3,654 | $303.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 3,654 | $295.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 3,654 | $300.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 3,654 | $267.0K | <0.1% | +3,654 | New | Holders |
| Q2 2021 | 0 | $0 | 0.0% | −3,654−100.0% | Sold out | Holders |
| Q1 2021 | 3,654 | $259.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.