Allworth Financial’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,188
| Closed | -$61.1K | – | 5159 |
|
|
2025
Q3 | $61.1K | Buy |
2,188
+655
| +43% | +$16.9K | ﹤0.01% | 1983 |
|
|
2025
Q2 | $37.5K | Buy |
1,533
+61
| +4% | +$1.48K | ﹤0.01% | 2121 |
|
|
2025
Q1 | $36.9K | Buy |
1,472
+359
| +32% | +$9.85K | ﹤0.01% | 1709 |
|
|
2024
Q4 | $31.4K | Buy |
1,113
+480
| +76% | +$14.3K | ﹤0.01% | 1820 |
|
|
2024
Q3 | $20K | Sell |
633
-2,595
| -80% | -$79.6K | ﹤0.01% | 1910 |
|
|
2024
Q2 | $95.7K | Sell |
3,228
-276
| -8% | -$8.51K | ﹤0.01% | 1094 |
|
|
2024
Q1 | $114K | Sell |
3,504
-664
| -16% | -$21.5K | ﹤0.01% | 972 |
|
|
2023
Q4 | $136K | Sell |
4,168
-52
| -1% | -$1.57K | ﹤0.01% | 840 |
|
|
2023
Q3 | $121K | Sell |
4,220
-846
| -17% | -$28.2K | ﹤0.01% | 815 |
|
|
2023
Q2 | $195K | Buy |
5,066
+394
| +8% | +$14.9K | ﹤0.01% | 708 |
|
|
2023
Q1 | $174K | Sell |
4,672
-34
| -0.7% | -$1.22K | ﹤0.01% | 684 |
|
|
2022
Q4 | $157K | Buy |
4,706
+56
| +1% | +$1.74K | ﹤0.01% | 688 |
|
|
2022
Q3 | $119K | Sell |
4,650
-129
| -3% | -$3.66K | ﹤0.01% | 718 |
|
|
2022
Q2 | $132K | Buy |
4,779
+2,041
| +75% | +$64.8K | ﹤0.01% | 647 |
|
|
2022
Q1 | $97K | Sell |
2,738
-463
| -14% | -$16.7K | ﹤0.01% | 730 |
|
|
2021
Q4 | $120K | Buy |
3,201
+335
| +12% | +$12.2K | ﹤0.01% | 644 |
|
|
2021
Q3 | $105K | Buy |
+2,866
| New | +$103K | ﹤0.01% | 605 |
|
