Empirical Wealth Management’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
Q1 | – | Sell |
-228,558
| Closed | -$6.4M | – | 677 |
|
2024
Q4 | $6.4M | Buy |
228,558
+21,645
| +10% | +$606K | 0.17% | 103 |
|
2024
Q3 | $6.54M | Buy |
206,913
+33,089
| +19% | +$1.05M | 0.18% | 101 |
|
2024
Q2 | $5.06M | Buy |
173,824
+13,109
| +8% | +$381K | 0.15% | 109 |
|
2024
Q1 | $5.24M | Buy |
160,715
+37,729
| +31% | +$1.23M | 0.16% | 106 |
|
2023
Q4 | $4.01M | Buy |
122,986
+5,682
| +5% | +$185K | 0.13% | 112 |
|
2023
Q3 | $3.36M | Buy |
117,304
+5,782
| +5% | +$166K | 0.13% | 116 |
|
2023
Q2 | $4.3M | Buy |
111,522
+77,197
| +225% | +$2.98M | 0.17% | 101 |
|
2023
Q1 | $1.28M | Buy |
34,325
+2,126
| +7% | +$79.2K | 0.06% | 182 |
|
2022
Q4 | $1.07M | Buy |
32,199
+1,141
| +4% | +$38K | 0.05% | 200 |
|
2022
Q3 | $795K | Buy |
31,058
+1,773
| +6% | +$45.4K | 0.04% | 222 |
|
2022
Q2 | $806K | Sell |
29,285
-17,000
| -37% | -$468K | 0.04% | 231 |
|
2022
Q1 | $1.64M | Buy |
46,285
+26,239
| +131% | +$930K | 0.08% | 151 |
|
2021
Q4 | $750K | Buy |
+20,046
| New | +$750K | 0.04% | 268 |
|