Capital Planning Advisors, LLC's ownership history for WPC

Capital Planning Advisors, LLC currently holds 3.7K shares with a market value of $237.2K. It started holding WPC on 2024-09-30. At its peak, it held 3.7K shares on 2025-12-31. Its highest holding value was $246.6K on 2025-09-30. At its lowest, it held 3.6K shares on 2025-03-31, with a value of $227.5K on 2025-06-30. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 39. In the recent year, Capital Planning Advisors, LLC has increased its shares by 29.