FDx Advisors’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,673
| Closed | -$250K | – | 492 |
|
|
2023
Q4 | $250K | Sell |
7,673
-1,523
| -17% | -$45.9K | 0.02% | 586 |
|
|
2023
Q3 | $264K | Buy |
9,196
+903
| +11% | +$30.1K | 0.02% | 519 |
|
|
2023
Q2 | $320K | Sell |
8,293
-14,235
| -63% | -$537K | 0.02% | 567 |
|
|
2023
Q1 | $750K | Hold |
22,528
| – | – | 0.03% | 352 |
|
|
2022
Q4 | $750K | Sell |
22,528
-1,031
| -4% | -$32K | 0.03% | 352 |
|
|
2022
Q3 | $603K | Sell |
23,559
-1,042
| -4% | -$29.6K | 0.03% | 375 |
|
|
2022
Q2 | $677K | Sell |
24,601
-272
| -1% | -$8.63K | 0.03% | 394 |
|
|
2022
Q1 | $882K | Sell |
24,873
-1,246
| -5% | -$44.9K | 0.03% | 350 |
|
|
2021
Q4 | $978K | Sell |
26,119
-145
| -0.6% | -$5.27K | 0.03% | 365 |
|
|
2021
Q3 | $963K | Buy |
26,264
+1,631
| +7% | +$58.4K | 0.03% | 345 |
|
|
2021
Q2 | $800K | Buy |
24,633
+4,358
| +21% | +$139K | 0.03% | 383 |
|
|
2021
Q1 | $592K | Buy |
+20,275
| New | +$535K | 0.02% | 422 |
|
|
2018
Q3 | – | Sell |
-11,029
| Closed | -$259K | – | 920 |
|
|
2018
Q2 | $259K | Sell |
11,029
-7,116
| -39% | -$167K | 0.01% | 777 |
|
|
2018
Q1 | $418K | Sell |
18,145
-19,089
| -51% | -$429K | 0.01% | 848 |
|
|
2017
Q4 | $751K | Buy |
37,234
+3,945
| +12% | +$78.7K | 0.02% | 641 |
|
|
2017
Q3 | $692K | Sell |
33,289
-41,940
| -56% | -$912K | 0.02% | 659 |
|
|
2017
Q2 | $1.85M | Buy |
75,229
+16,275
| +28% | +$398K | 0.05% | 319 |
|
|
2017
Q1 | $1.45M | Buy |
58,954
+7,523
| +15% | +$180K | 0.04% | 401 |
|
|
2016
Q4 | $1.2M | Buy |
51,431
+11,893
| +30% | +$275K | 0.03% | 466 |
|
|
2016
Q3 | $884K | Sell |
39,538
-7,222
| -15% | -$166K | 0.04% | 425 |
|
|
2016
Q2 | $1.08M | Buy |
46,760
+11,658
| +33% | +$274K | 0.05% | 332 |
|
|
2016
Q1 | $806K | Sell |
35,102
-435
| -1% | -$9.4K | 0.04% | 439 |
|
|
2015
Q4 | $827K | Sell |
35,537
-14,468
| -29% | -$325K | 0.04% | 407 |
|
|
2015
Q3 | $957K | Buy |
50,005
+1,007
| +2% | +$20.1K | 0.08% | 259 |
|
|
2015
Q2 | $944K | Buy |
48,998
+3,498
| +8% | +$72.6K | 0.05% | 352 |
|
|
2015
Q1 | $1.01M | Sell |
45,500
-2,155
| -5% | -$45.7K | 0.02% | 596 |
|
|
2014
Q4 | $990K | Sell |
47,655
-7,871
| -14% | -$151K | 0.06% | 304 |
|
|
2014
Q3 | $1.02M | Buy |
55,526
+2,123
| +4% | +$41.2K | 0.07% | 327 |
|
|
2014
Q2 | $1.04M | Sell |
53,403
-6,773
| -11% | -$123K | 0.07% | 323 |
|
|
2014
Q1 | $1.03M | Buy |
60,176
+18,863
| +46% | +$322K | 0.09% | 240 |
|
|
2013
Q4 | $731K | Buy |
41,313
+1,665
| +4% | +$28K | 0.07% | 265 |
|
|
2013
Q3 | $681K | Sell |
39,648
-12,100
| -23% | -$195K | 0.08% | 233 |
|
|
2013
Q2 | $753K | Buy |
+51,748
| New | +$730K | 0.1% | 185 |
|
Other funds holding IPG
BCIM
