BFG
Beacon Financial Group’s WPP WPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
8,044
-169
| -2% | -$5.92K | 0.03% | 294 |
|
|
2025
Q1 | $312K | Buy |
8,213
+154
| +2% | +$5.85K | 0.03% | 273 |
|
|
2024
Q4 | $414K | Buy |
8,059
+146
| +2% | +$7.51K | 0.04% | 239 |
|
|
2024
Q3 | $405K | Buy |
7,913
+341
| +5% | +$17.4K | 0.04% | 240 |
|
|
2024
Q2 | $347K | Sell |
7,572
-403
| -5% | -$18.4K | 0.04% | 251 |
|
|
2024
Q1 | $378K | Buy |
7,975
+250
| +3% | +$11.9K | 0.04% | 240 |
|
|
2023
Q4 | $367K | Buy |
7,725
+837
| +12% | +$39.8K | 0.04% | 239 |
|
|
2023
Q3 | $333K | Sell |
6,888
-81
| -1% | -$3.92K | 0.05% | 201 |
|
|
2023
Q2 | $357K | Sell |
6,969
-12
| -0.2% | -$615 | 0.05% | 192 |
|
|
2023
Q1 | $409K | Sell |
6,981
-694
| -9% | -$40.7K | 0.06% | 185 |
|
|
2022
Q4 | $384K | Sell |
7,675
-203
| -3% | -$10.2K | 0.05% | 194 |
|
|
2022
Q3 | $323K | Buy |
7,878
+500
| +7% | +$20.5K | 0.05% | 207 |
|
|
2022
Q2 | $366K | Sell |
7,378
-102
| -1% | -$5.06K | 0.05% | 197 |
|
|
2022
Q1 | $496K | Buy |
7,480
+26
| +0.3% | +$1.72K | 0.07% | 194 |
|
|
2021
Q4 | $564K | Buy |
7,454
+16
| +0.2% | +$1.21K | 0.07% | 186 |
|
|
2021
Q3 | $338K | Sell |
7,438
-1,169
| -14% | -$53.1K | 0.05% | 213 |
|
|
2021
Q2 | $338K | Hold |
8,607
| – | – | 0.05% | 201 |
|
|
2021
Q1 | $338K | Hold |
8,607
| – | – | 0.05% | 191 |
|
|
2020
Q4 | $338K | Hold |
8,607
| – | – | 0.05% | 196 |
|
|
2020
Q3 | $338K | Sell |
8,607
-478
| -5% | -$18.8K | 0.06% | 176 |
|
|
2020
Q2 | $350K | Buy |
9,085
+1,763
| +24% | +$67.9K | 0.07% | 167 |
|
|
2020
Q1 | $233K | Buy |
7,322
+737
| +11% | +$23.5K | 0.05% | 165 |
|
|
2019
Q4 | $463K | Sell |
6,585
-304
| -4% | -$21.4K | 0.06% | 158 |
|
|
2019
Q3 | $422K | Sell |
6,889
-211
| -3% | -$12.9K | 0.07% | 149 |
|
|
2019
Q2 | $447K | Buy |
7,100
+406
| +6% | +$25.6K | 0.08% | 150 |
|
|
2019
Q1 | $353 | Sell |
6,694
-89,331
| -93% | -$4.71K | 0.06% | 148 |
|
|
2018
Q4 | $318K | Buy |
96,025
+90,380
| +1,601% | +$299K | 0.06% | 155 |
|
|
2018
Q3 | $414K | Sell |
5,645
-314
| -5% | -$23K | 0.07% | 143 |
|
|
2018
Q2 | $468K | Sell |
5,959
-32
| -0.5% | -$2.51K | 0.08% | 141 |
|
|
2018
Q1 | $477K | Buy |
+5,991
| New | +$477K | 0.08% | 141 |
|