EFS
Essex Financial Services’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
10,053
+92
| +0.9% | +$2.25K | 0.02% | 605 |
|
|
2025
Q1 | $271K | Buy |
9,961
+246
| +3% | +$6.68K | 0.02% | 520 |
|
|
2024
Q4 | $272K | Buy |
9,715
+942
| +11% | +$26.4K | 0.02% | 513 |
|
|
2024
Q3 | $261K | Sell |
8,773
-386
| -4% | -$11.5K | 0.02% | 525 |
|
|
2024
Q2 | $279K | Buy |
9,159
+1,395
| +18% | +$42.5K | 0.02% | 502 |
|
|
2024
Q1 | $253K | Buy |
7,764
+1,254
| +19% | +$40.9K | 0.02% | 454 |
|
|
2023
Q4 | $213K | Buy |
+6,510
| New | +$213K | 0.02% | 467 |
|
|
2023
Q3 | – | Sell |
-6,381
| Closed | -$246K | – | 481 |
|
|
2023
Q2 | $246K | Buy |
6,381
+43
| +0.7% | +$1.66K | 0.03% | 402 |
|
|
2023
Q1 | $236K | Buy |
6,338
+51
| +0.8% | +$1.9K | 0.02% | 430 |
|
|
2022
Q4 | $209K | Buy |
+6,287
| New | +$209K | 0.02% | 450 |
|
|
2022
Q2 | – | Sell |
-6,254
| Closed | -$222K | – | 499 |
|
|
2022
Q1 | $222K | Buy |
6,254
+46
| +0.7% | +$1.63K | 0.02% | 443 |
|
|
2021
Q4 | $232K | Sell |
6,208
-41
| -0.7% | -$1.53K | 0.02% | 435 |
|
|
2021
Q3 | $229K | Sell |
6,249
-4,746
| -43% | -$174K | 0.03% | 410 |
|
|
2021
Q2 | $321K | Hold |
10,995
| – | – | 0.05% | 316 |
|
|
2021
Q1 | $321K | Sell |
10,995
-342
| -3% | -$9.99K | 0.06% | 257 |
|
|
2020
Q4 | $267K | Buy |
+11,337
| New | +$267K | 0.05% | 258 |
|