Diversified Trust’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 | $2.92M | Sell |
119,275
-633
| -0.5% | -$15.5K | 0.06% | 169 |
|
2025
Q1 | $3.26M | Buy |
119,908
+572
| +0.5% | +$15.5K | 0.08% | 148 |
|
2024
Q4 | $3.34M | Sell |
119,336
-18
| -0% | -$504 | 0.08% | 146 |
|
2024
Q3 | $3.78M | Sell |
119,354
-137
| -0.1% | -$4.33K | 0.1% | 125 |
|
2024
Q2 | $3.48M | Buy |
119,491
+10,443
| +10% | +$304K | 0.1% | 120 |
|
2024
Q1 | $3.56M | Buy |
109,048
+15,947
| +17% | +$520K | 0.11% | 112 |
|
2023
Q4 | $3.04M | Buy |
93,101
+80,747
| +654% | +$2.64M | 0.1% | 107 |
|
2023
Q3 | $354K | Buy |
12,354
+486
| +4% | +$13.9K | 0.01% | 570 |
|
2023
Q2 | $458K | Sell |
11,868
-125
| -1% | -$4.82K | 0.02% | 494 |
|
2023
Q1 | $447K | Buy |
+11,993
| New | +$447K | 0.02% | 503 |
|
2022
Q2 | – | Sell |
-8,689
| Closed | -$308K | – | 808 |
|
2022
Q1 | $308K | Buy |
8,689
+3,219
| +59% | +$114K | 0.01% | 608 |
|
2021
Q4 | $205K | Sell |
5,470
-4,470
| -45% | -$168K | 0.01% | 769 |
|
2021
Q3 | $364K | Buy |
+9,940
| New | +$364K | 0.01% | 513 |
|