Carson Wealth (CWM LLC)’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
91,669
+539
| +0.6% | +$13.2K | 0.01% | 907 |
|
|
2025
Q1 | $2.48M | Buy |
91,130
+619
| +0.7% | +$16.8K | 0.01% | 766 |
|
|
2024
Q4 | $2.54M | Sell |
90,511
-5,909
| -6% | -$166K | 0.01% | 690 |
|
|
2024
Q3 | $3.05M | Sell |
96,420
-17,960
| -16% | -$568K | 0.01% | 571 |
|
|
2024
Q2 | $3.33M | Buy |
114,380
+235
| +0.2% | +$6.84K | 0.02% | 510 |
|
|
2024
Q1 | $3.73M | Sell |
114,145
-14,413
| -11% | -$470K | 0.02% | 471 |
|
|
2023
Q4 | $4.2M | Sell |
128,558
-4,962
| -4% | -$162K | 0.02% | 427 |
|
|
2023
Q3 | $3.83M | Sell |
133,520
-7,988
| -6% | -$229K | 0.02% | 412 |
|
|
2023
Q2 | $5.46M | Sell |
141,508
-301
| -0.2% | -$11.6K | 0.03% | 324 |
|
|
2023
Q1 | $5.28M | Buy |
141,809
+1,714
| +1% | +$63.8K | 0.04% | 313 |
|
|
2022
Q4 | $4.67M | Buy |
140,095
+1,954
| +1% | +$65.1K | 0.03% | 315 |
|
|
2022
Q3 | $3.54M | Buy |
138,141
+125,405
| +985% | +$3.21M | 0.03% | 333 |
|
|
2022
Q2 | $351K | Sell |
12,736
-524
| -4% | -$14.4K | ﹤0.01% | 838 |
|
|
2022
Q1 | $470K | Buy |
13,260
+5,005
| +61% | +$177K | ﹤0.01% | 747 |
|
|
2021
Q4 | $309K | Buy |
+8,255
| New | +$309K | ﹤0.01% | 857 |
|
|
2021
Q2 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2021
Q1 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2020
Q4 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2020
Q3 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2020
Q2 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2020
Q1 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2019
Q4 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2019
Q3 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2019
Q2 | $4.28M | Hold |
131,782
| – | – | 0.03% | 296 |
|
|
2019
Q1 | $4.28M | Buy |
131,782
+129,902
| +6,910% | +$4.22M | 0.03% | 296 |
|
|
2018
Q4 | $39K | Buy |
1,880
+865
| +85% | +$17.9K | ﹤0.01% | 934 |
|
|
2018
Q3 | $23K | Buy |
1,015
+43
| +4% | +$974 | ﹤0.01% | 918 |
|
|
2018
Q2 | $23K | Buy |
972
+205
| +27% | +$4.85K | ﹤0.01% | 803 |
|
|
2018
Q1 | $18K | Hold |
767
| – | – | ﹤0.01% | 727 |
|
|
2017
Q4 | $15K | Sell |
767
-258
| -25% | -$5.05K | ﹤0.01% | 771 |
|
|
2017
Q3 | $21K | Buy |
1,025
+258
| +34% | +$5.29K | ﹤0.01% | 692 |
|
|
2017
Q2 | $19K | Hold |
767
| – | – | ﹤0.01% | 636 |
|
|
2017
Q1 | $19K | Sell |
767
-306
| -29% | -$7.58K | ﹤0.01% | 606 |
|
|
2016
Q4 | $25K | Buy |
1,073
+306
| +40% | +$7.13K | ﹤0.01% | 544 |
|
|
2016
Q3 | $17K | Hold |
767
| – | – | ﹤0.01% | 572 |
|
|
2016
Q2 | $18K | Hold |
767
| – | – | ﹤0.01% | 482 |
|
|
2016
Q1 | $18K | Hold |
767
| – | – | ﹤0.01% | 455 |
|
|
2015
Q4 | $18K | Hold |
767
| – | – | ﹤0.01% | 404 |
|
|
2015
Q3 | $15K | Buy |
+767
| New | +$15K | ﹤0.01% | 398 |
|