Forum Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,612
| Closed | -$212K | – | 1036 |
|
|
2025
Q3 | $212K | Buy |
+7,612
| New | +$196K | ﹤0.01% | 935 |
|
|
2025
Q2 | – | Sell |
-7,612
| Closed | -$207K | – | 968 |
|
|
2025
Q1 | $207K | Hold |
7,612
| – | – | ﹤0.01% | 802 |
|
|
2024
Q4 | $213K | Buy |
7,612
+1,115
| +17% | +$33.3K | ﹤0.01% | 817 |
|
|
2024
Q3 | $206K | Buy |
+6,497
| New | +$199K | ﹤0.01% | 714 |
|
|
2024
Q2 | – | Sell |
-6,478
| Closed | -$211K | – | 745 |
|
|
2024
Q1 | $211K | Buy |
6,478
+10
| +0.2% | +$324 | ﹤0.01% | 681 |
|
|
2023
Q4 | $211K | Buy |
+6,468
| New | +$195K | ﹤0.01% | 624 |
|
|
2023
Q3 | – | Sell |
-6,468
| Closed | -$250K | – | 656 |
|
|
2023
Q2 | $250K | Hold |
6,468
| – | – | 0.01% | 503 |
|
|
2023
Q1 | $241K | Hold |
6,468
| – | – | 0.01% | 474 |
|
|
2022
Q4 | $215K | Buy |
+6,468
| New | +$201K | 0.01% | 525 |
|
|
2022
Q2 | – | Sell |
-6,468
| Closed | -$229K | – | 617 |
|
|
2022
Q1 | $229K | Hold |
6,468
| – | – | 0.01% | 510 |
|
|
2021
Q4 | $242K | Buy |
+6,468
| New | +$235K | 0.01% | 523 |
|
