Geneos 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
Q2 | $57K | Sell |
2,327
-3,697
| -61% | -$90.5K | ﹤0.01% | 1498 |
|
|
2025
Q1 | $164K | Buy |
6,024
+2,765
| +85% | +$75.1K | ﹤0.01% | 1321 |
|
|
2024
Q4 | $91.3K | Sell |
3,259
-40
| -1% | -$1.12K | ﹤0.01% | 1101 |
|
|
2024
Q3 | $104K | Buy |
+3,299
| New | +$104K | ﹤0.01% | 952 |
|
|
2023
Q4 | – | Sell |
-750
| Closed | -$21.5K | – | 2134 |
|
|
2023
Q3 | $21.5K | Buy |
+750
| New | +$21.5K | ﹤0.01% | 1351 |
|
|
2022
Q2 | – | Sell |
-47
| Closed | -$1K | – | 2685 |
|
|
2022
Q1 | $1K | Sell |
47
-128
| -73% | -$2.72K | ﹤0.01% | 2654 |
|
|
2021
Q4 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 2350 |
|
|
2021
Q2 | – | Sell |
-1,353
| Closed | -$42K | – | 2985 |
|
|
2021
Q1 | $42K | Buy |
+1,353
| New | +$42K | ﹤0.01% | 1718 |
|
|
2020
Q1 | – | Sell |
-1,608
| Closed | -$37K | – | 2546 |
|
|
2019
Q4 | $37K | Buy |
1,608
+65
| +4% | +$1.5K | ﹤0.01% | 1409 |
|
|
2019
Q3 | $33K | Buy |
1,543
+903
| +141% | +$19.3K | ﹤0.01% | 1374 |
|
|
2019
Q2 | $14K | Buy |
+640
| New | +$14K | ﹤0.01% | 1782 |
|
|
2017
Q3 | – | Sell |
-95
| Closed | -$2K | – | 2129 |
|
|
2017
Q2 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 1933 |
|