Center for Financial Planning’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,176
| Closed | -$214K | – | 696 |
|
|
2024
Q3 | $214K | Sell |
4,176
-2,490
| -37% | -$127K | 0.03% | 149 |
|
|
2024
Q2 | $305K | Hold |
6,666
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $316K | Hold |
6,666
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $317K | Buy |
6,666
+513
| +8% | +$24.4K | 0.06% | 111 |
|
|
2023
Q3 | $274K | Hold |
6,153
| – | – | 0.06% | 110 |
|
|
2023
Q2 | $322K | Hold |
6,153
| – | – | 0.07% | 101 |
|
|
2023
Q1 | $366K | Buy |
6,153
+691
| +13% | +$41.1K | 0.08% | 95 |
|
|
2022
Q4 | $269K | Buy |
5,462
+866
| +19% | +$42.6K | 0.07% | 115 |
|
|
2022
Q3 | $189K | Hold |
4,596
| – | – | 0.05% | 126 |
|
|
2022
Q2 | $233K | Hold |
4,596
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $301K | Buy |
+4,596
| New | +$301K | 0.06% | 109 |
|