Beaumont Financial Advisors’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
3,275
| – | – | 0.02% | 344 |
|
|
2025
Q1 | $207K | Sell |
3,275
-139
| -4% | -$8.78K | 0.02% | 355 |
|
|
2024
Q4 | $248K | Buy |
3,414
+139
| +4% | +$10.1K | 0.02% | 323 |
|
|
2024
Q3 | $243K | Hold |
3,275
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $276K | Hold |
3,275
| – | – | 0.02% | 289 |
|
|
2024
Q1 | $297K | Hold |
3,275
| – | – | 0.02% | 279 |
|
|
2023
Q4 | $355K | Hold |
3,275
| – | – | 0.03% | 241 |
|
|
2023
Q3 | $333K | Hold |
3,275
| – | – | 0.03% | 231 |
|
|
2023
Q2 | $445K | Hold |
3,275
| – | – | 0.04% | 207 |
|
|
2023
Q1 | $404K | Hold |
3,275
| – | – | 0.04% | 197 |
|
|
2022
Q4 | $310K | Sell |
3,275
-4
| -0.1% | -$379 | 0.03% | 247 |
|
|
2022
Q3 | $277K | Sell |
3,279
-5
| -0.2% | -$422 | 0.03% | 254 |
|
|
2022
Q2 | $309K | Buy |
3,284
+6
| +0.2% | +$565 | 0.03% | 234 |
|
|
2022
Q1 | $360K | Buy |
3,278
+1,923
| +142% | +$211K | 0.03% | 251 |
|
|
2021
Q4 | $233K | Hold |
1,355
| – | – | 0.02% | 326 |
|
|
2021
Q3 | $215K | Hold |
1,355
| – | – | 0.02% | 337 |
|
|
2021
Q2 | $286K | Hold |
1,355
| – | – | 0.02% | 296 |
|
|
2021
Q1 | $286K | Hold |
1,355
| – | – | 0.02% | 285 |
|
|
2020
Q4 | $303K | Hold |
1,355
| – | – | 0.03% | 260 |
|
|
2020
Q3 | $230K | Hold |
1,355
| – | – | 0.02% | 289 |
|
|
2020
Q2 | $217K | Buy |
+1,355
| New | +$217K | 0.02% | 262 |
|
|
2019
Q3 | – | Sell |
-1,350
| Closed | -$208K | – | 283 |
|
|
2019
Q2 | $208K | Hold |
1,350
| – | – | 0.02% | 238 |
|
|
2019
Q1 | $205K | Buy |
+1,350
| New | +$205K | 0.02% | 221 |
|
|
2018
Q4 | – | Sell |
-1,350
| Closed | -$211K | – | 218 |
|
|
2018
Q3 | $211K | Hold |
1,350
| – | – | 0.02% | 216 |
|
|
2018
Q2 | $298K | Hold |
1,350
| – | – | 0.03% | 166 |
|
|
2018
Q1 | $315K | Hold |
1,350
| – | – | 0.04% | 166 |
|
|
2017
Q4 | $289K | Hold |
1,350
| – | – | 0.03% | 156 |
|
|
2017
Q3 | $250K | Buy |
+1,350
| New | +$250K | 0.03% | 161 |
|