Cyndeo Wealth Partners’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 | $254K | Sell |
10,386
-265,576
| -96% | -$6.5M | 0.02% | 415 |
|
|
2025
Q1 | $7.5M | Buy |
+275,962
| New | +$7.5M | 0.49% | 64 |
|
|
2024
Q4 | – | Sell |
-6,879
| Closed | -$218K | – | 453 |
|
|
2024
Q3 | $218K | Buy |
+6,879
| New | +$218K | 0.02% | 423 |
|
|
2024
Q2 | – | Sell |
-6,752
| Closed | -$220K | – | 406 |
|
|
2024
Q1 | $220K | Sell |
6,752
-1,431
| -17% | -$46.7K | 0.02% | 361 |
|
|
2023
Q4 | $267K | Sell |
8,183
-104,022
| -93% | -$3.4M | 0.02% | 319 |
|
|
2023
Q3 | $3.22M | Buy |
112,205
+7,733
| +7% | +$222K | 0.34% | 97 |
|
|
2023
Q2 | $4.03M | Sell |
104,472
-9,700
| -8% | -$374K | 0.42% | 75 |
|
|
2023
Q1 | $4.25M | Sell |
114,172
-12,137
| -10% | -$452K | 0.46% | 64 |
|
|
2022
Q4 | $4.21M | Buy |
+126,309
| New | +$4.21M | 0.49% | 68 |
|