Creative Planning’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Buy |
32,594
+14,816
| +83% | +$519K | ﹤0.01% | 1734 |
|
2025
Q1 | $675K | Sell |
17,778
-20,669
| -54% | -$785K | ﹤0.01% | 2029 |
|
2024
Q4 | $1.98M | Buy |
38,447
+8,818
| +30% | +$453K | ﹤0.01% | 1138 |
|
2024
Q3 | $1.52M | Buy |
29,629
+5,198
| +21% | +$266K | ﹤0.01% | 1233 |
|
2024
Q2 | $1.12M | Buy |
24,431
+4,086
| +20% | +$187K | ﹤0.01% | 1324 |
|
2024
Q1 | $964K | Buy |
20,345
+1,760
| +9% | +$83.4K | ﹤0.01% | 1359 |
|
2023
Q4 | $884K | Sell |
18,585
-684
| -4% | -$32.5K | ﹤0.01% | 1296 |
|
2023
Q3 | $859K | Buy |
19,269
+3,573
| +23% | +$159K | ﹤0.01% | 1240 |
|
2023
Q2 | $821K | Buy |
15,696
+519
| +3% | +$27.1K | ﹤0.01% | 1233 |
|
2023
Q1 | $903K | Buy |
15,177
+1,269
| +9% | +$75.5K | ﹤0.01% | 1132 |
|
2022
Q4 | $684K | Sell |
13,908
-830
| -6% | -$40.8K | ﹤0.01% | 1241 |
|
2022
Q3 | $607K | Buy |
14,738
+4,052
| +38% | +$167K | ﹤0.01% | 1202 |
|
2022
Q2 | $541K | Buy |
10,686
+394
| +4% | +$19.9K | ﹤0.01% | 1266 |
|
2022
Q1 | $674K | Buy |
10,292
+311
| +3% | +$20.4K | ﹤0.01% | 1178 |
|
2021
Q4 | $754K | Sell |
9,981
-656
| -6% | -$49.6K | ﹤0.01% | 1087 |
|
2021
Q3 | $713K | Buy |
10,637
+1,041
| +11% | +$69.8K | ﹤0.01% | 1119 |
|
2021
Q2 | $651K | Sell |
9,596
-964
| -9% | -$65.4K | ﹤0.01% | 1130 |
|
2021
Q1 | $675K | Buy |
10,560
+70
| +0.7% | +$4.47K | ﹤0.01% | 1230 |
|
2020
Q4 | $567K | Sell |
10,490
-128
| -1% | -$6.92K | ﹤0.01% | 1223 |
|
2020
Q3 | $417K | Buy |
10,618
+503
| +5% | +$19.8K | ﹤0.01% | 1214 |
|
2020
Q2 | $396K | Sell |
10,115
-61
| -0.6% | -$2.39K | ﹤0.01% | 1147 |
|
2020
Q1 | $344K | Buy |
10,176
+1,549
| +18% | +$52.4K | ﹤0.01% | 1112 |
|
2019
Q4 | $606K | Sell |
8,627
-1,095
| -11% | -$76.9K | ﹤0.01% | 1001 |
|
2019
Q3 | $608K | Sell |
9,722
-41
| -0.4% | -$2.56K | ﹤0.01% | 962 |
|
2019
Q2 | $614K | Sell |
9,763
-263
| -3% | -$16.5K | ﹤0.01% | 961 |
|
2019
Q1 | $529K | Sell |
10,026
-3
| -0% | -$158 | ﹤0.01% | 992 |
|
2018
Q4 | $550K | Buy |
10,029
+1,210
| +14% | +$66.4K | ﹤0.01% | 909 |
|
2018
Q3 | $646K | Buy |
8,819
+65
| +0.7% | +$4.76K | ﹤0.01% | 944 |
|
2018
Q2 | $688K | Sell |
8,754
-97
| -1% | -$7.62K | ﹤0.01% | 915 |
|
2018
Q1 | $704K | Sell |
8,851
-34
| -0.4% | -$2.7K | ﹤0.01% | 906 |
|
2017
Q4 | $805K | Sell |
8,885
-53
| -0.6% | -$4.8K | ﹤0.01% | 832 |
|
2017
Q3 | $829K | Buy |
8,938
+21
| +0.2% | +$1.95K | ﹤0.01% | 798 |
|
2017
Q2 | $940K | Buy |
8,917
+514
| +6% | +$54.2K | ﹤0.01% | 716 |
|
2017
Q1 | $919K | Sell |
8,403
-500
| -6% | -$54.7K | 0.01% | 706 |
|
2016
Q4 | $985K | Buy |
8,903
+606
| +7% | +$67K | 0.01% | 627 |
|
2016
Q3 | $977K | Buy |
8,297
+426
| +5% | +$50.2K | 0.01% | 600 |
|
2016
Q2 | $823K | Buy |
7,871
+36
| +0.5% | +$3.76K | 0.01% | 574 |
|
2016
Q1 | $912K | Sell |
7,835
-2,575
| -25% | -$300K | 0.01% | 531 |
|
2015
Q4 | $1.19M | Buy |
10,410
+5,150
| +98% | +$591K | 0.01% | 454 |
|
2015
Q3 | $547K | Buy |
+5,260
| New | +$547K | ﹤0.01% | 701 |
|
2015
Q2 | – | Sell |
-5,243
| Closed | -$596K | – | 2892 |
|
2015
Q1 | $596K | Sell |
5,243
-167
| -3% | -$19K | 0.01% | 664 |
|
2014
Q4 | $563K | Buy |
+5,410
| New | +$563K | 0.01% | 651 |
|