SFMG, LLC's W.P. Carey Inc Holding Summary
As of 2025-03-31, SFMG, LLC held 38,518.00 shares of W.P. Carey Inc(WPC), totaling $2.43 Mil. This investment constitutes 0.19% of their stock portfolio, and SFMG, LLC now holds 0.02% of the outstanding W.P. Carey Inc(WPC) stock.
The initial trade took place in 2015Q1. And since then SFMG, LLC has made 2 purchases of WPC, at an average price of $60.19, for a total of 42,373.00 shares. In addition, there have been 1 sales at an average price of $63.90 for 3,855.00 shares. Based on historical transaction data and WPC's current price of $62.30, SFMG, LLC's estimated gain on his WPC holdings is $95,697.23, reflecting a 3.75% gain to date.
SFMG, LLC WPC ($62.30) Holding Chart
SFMG, LLC WPC ($62.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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