Creative Planning’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 | $1.58M | Sell |
64,382
-7,163
| -10% | -$175K | ﹤0.01% | 1500 |
|
|
2025
Q1 | $1.94M | Sell |
71,545
-9,176
| -11% | -$249K | ﹤0.01% | 1191 |
|
|
2024
Q4 | $2.26M | Sell |
80,721
-12,832
| -14% | -$360K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $2.96M | Sell |
93,553
-2,285
| -2% | -$72.3K | ﹤0.01% | 869 |
|
|
2024
Q2 | $2.79M | Sell |
95,838
-11,063
| -10% | -$322K | ﹤0.01% | 843 |
|
|
2024
Q1 | $3.49M | Buy |
106,901
+4,064
| +4% | +$133K | ﹤0.01% | 738 |
|
|
2023
Q4 | $3.36M | Buy |
102,837
+5,416
| +6% | +$177K | 0.01% | 696 |
|
|
2023
Q3 | $2.79M | Buy |
97,421
+58,732
| +152% | +$1.68M | ﹤0.01% | 716 |
|
|
2023
Q2 | $1.49M | Buy |
38,689
+6,572
| +20% | +$254K | ﹤0.01% | 938 |
|
|
2023
Q1 | $1.2M | Sell |
32,117
-4,724
| -13% | -$176K | ﹤0.01% | 983 |
|
|
2022
Q4 | $1.23M | Buy |
36,841
+4,361
| +13% | +$145K | ﹤0.01% | 940 |
|
|
2022
Q3 | $831K | Buy |
32,480
+1,913
| +6% | +$48.9K | ﹤0.01% | 1037 |
|
|
2022
Q2 | $842K | Buy |
30,567
+2,045
| +7% | +$56.3K | ﹤0.01% | 1033 |
|
|
2022
Q1 | $1.01M | Buy |
28,522
+15,637
| +121% | +$554K | ﹤0.01% | 973 |
|
|
2021
Q4 | $483K | Buy |
12,885
+59
| +0.5% | +$2.21K | ﹤0.01% | 1322 |
|
|
2021
Q3 | $470K | Buy |
12,826
+181
| +1% | +$6.63K | ﹤0.01% | 1342 |
|
|
2021
Q2 | $411K | Sell |
12,645
-10,851
| -46% | -$353K | ﹤0.01% | 1381 |
|
|
2021
Q1 | $686K | Buy |
23,496
+12,310
| +110% | +$359K | ﹤0.01% | 1217 |
|
|
2020
Q4 | $263K | Buy |
+11,186
| New | +$263K | ﹤0.01% | 1673 |
|
|
2017
Q3 | – | Sell |
-1,143
| Closed | -$28K | – | 2714 |
|
|
2017
Q2 | $28K | Buy |
1,143
+785
| +219% | +$19.2K | ﹤0.01% | 2906 |
|
|
2017
Q1 | $9K | Sell |
358
-1,945
| -84% | -$48.9K | ﹤0.01% | 3607 |
|
|
2016
Q4 | $54K | Buy |
2,303
+415
| +22% | +$9.73K | ﹤0.01% | 2315 |
|
|
2016
Q3 | $42K | Buy |
1,888
+1,087
| +136% | +$24.2K | ﹤0.01% | 2481 |
|
|
2016
Q2 | $19K | Buy |
801
+226
| +39% | +$5.36K | ﹤0.01% | 2803 |
|
|
2016
Q1 | $13K | Hold |
575
| – | – | ﹤0.01% | 3022 |
|
|
2015
Q4 | $13K | Sell |
575
-123
| -18% | -$2.78K | ﹤0.01% | 3076 |
|
|
2015
Q3 | $13K | Buy |
+698
| New | +$13K | ﹤0.01% | 3005 |
|
|
2015
Q2 | – | Sell |
-230
| Closed | -$5K | – | 1933 |
|
|
2015
Q1 | $5K | Sell |
230
-22
| -9% | -$478 | ﹤0.01% | 3471 |
|
|
2014
Q4 | $5K | Buy |
252
+177
| +236% | +$3.51K | ﹤0.01% | 3423 |
|
|
2014
Q3 | $1K | Sell |
75
-2,500
| -97% | -$33.3K | ﹤0.01% | 3707 |
|
|
2014
Q2 | $50K | Buy |
+2,575
| New | +$50K | ﹤0.01% | 1866 |
|