Balanced Rock Investment Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,110
| Closed | -$263K | – | 92 |
|
|
2024
Q4 | $263K | Sell |
5,110
-6,688
| -57% | -$344K | 0.21% | 77 |
|
|
2024
Q3 | $604K | Sell |
11,798
-204
| -2% | -$10.4K | 0.47% | 41 |
|
|
2024
Q2 | $549K | Sell |
12,002
-174
| -1% | -$7.97K | 0.46% | 43 |
|
|
2024
Q1 | $577K | Buy |
12,176
+583
| +5% | +$27.6K | 0.49% | 40 |
|
|
2023
Q4 | $551K | Buy |
+11,593
| New | +$551K | 0.49% | 50 |
|