WP CAREY INC

Ticker: WPC CUSIP: 92936U109 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 222 Value ($000) $14 Avg Close — Range —
Q3 2025
Shares 222 Value ($000) $15 Avg Close — Range —
Q2 2025
Shares 222 Value ($000) $14 Avg Close — Range —
Q1 2025
Shares 222 Value ($000) $14 Avg Close — Range —
Q4 2024
Shares 222 Value ($000) $12 Avg Close — Range —
Q3 2024
Shares 571 Value ($000) $36 Avg Close — Range —
Q2 2024
Shares 3,321 Value ($000) $183 Avg Close — Range —
Q1 2024
Shares 3,221 Value ($000) $182 Avg Close — Range —
Q4 2023
Shares 632 Value ($000) $41 Avg Close — Range —
Q3 2023
Shares 12,521 Value ($000) $677 Avg Close — Range —
Q2 2023
Shares 12,924 Value ($000) $873 Avg Close — Range —
Q1 2023
Shares 15,469 Value ($000) $1,198 Avg Close — Range —
Q4 2022
Shares 14,230 Value ($000) $1,112 Avg Close — Range —
Q3 2022
Shares 12,735 Value ($000) $889 Avg Close — Range —
Q2 2022
Shares 8,721 Value ($000) $716 Avg Close — Range —