Allworth Financial’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.7K | Buy |
1,333
+76
| +6% | +$2.66K | ﹤0.01% | 1974 |
|
2025
Q1 | $47.2K | Sell |
1,257
-15
| -1% | -$563 | ﹤0.01% | 1572 |
|
2024
Q4 | $57.4K | Buy |
1,272
+39
| +3% | +$1.76K | ﹤0.01% | 1508 |
|
2024
Q3 | $63.1K | Sell |
1,233
-87
| -7% | -$4.45K | ﹤0.01% | 1295 |
|
2024
Q2 | $63.5K | Buy |
1,320
+276
| +26% | +$13.3K | ﹤0.01% | 1270 |
|
2024
Q1 | $49.5K | Hold |
1,044
| – | – | ﹤0.01% | 1310 |
|
2023
Q4 | $49.7K | Buy |
1,044
+13
| +1% | +$618 | ﹤0.01% | 1208 |
|
2023
Q3 | $46K | Buy |
1,031
+173
| +20% | +$7.71K | ﹤0.01% | 1151 |
|
2023
Q2 | $44.9K | Buy |
858
+844
| +6,029% | +$44.1K | ﹤0.01% | 1159 |
|
2023
Q1 | $834 | Buy |
+14
| New | +$834 | ﹤0.01% | 2737 |
|
2022
Q4 | – | Sell |
-32
| Closed | -$1K | – | 3219 |
|
2022
Q3 | $1K | Buy |
32
+14
| +78% | +$438 | ﹤0.01% | 2544 |
|
2022
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2294 |
|
2019
Q3 | – | Sell |
-25
| Closed | -$2K | – | 1031 |
|
2019
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 844 |
|
2019
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 930 |
|
2018
Q3 | – | Sell |
-23
| Closed | -$2K | – | 1006 |
|
2018
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 838 |
|