Geneos Wealth Management’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Sell |
477
-363
| -43% | -$12.7K | ﹤0.01% | 2119 |
|
|
2025
Q1 | $31.9K | Buy |
840
+590
| +236% | +$22.4K | ﹤0.01% | 2124 |
|
|
2024
Q4 | $12.9K | Buy |
250
+64
| +34% | +$3.29K | ﹤0.01% | 1941 |
|
|
2024
Q3 | $9.52K | Buy |
186
+62
| +50% | +$3.17K | ﹤0.01% | 1856 |
|
|
2024
Q2 | $5.68K | Hold |
124
| – | – | ﹤0.01% | 1688 |
|
|
2024
Q1 | $5.88K | Hold |
124
| – | – | ﹤0.01% | 1680 |
|
|
2023
Q4 | $5.9K | Sell |
124
-1,134
| -90% | -$53.9K | ﹤0.01% | 1690 |
|
|
2023
Q3 | $56.1K | Sell |
1,258
-27
| -2% | -$1.2K | ﹤0.01% | 1049 |
|
|
2023
Q2 | $67.2K | Buy |
1,285
+365
| +40% | +$19.1K | ﹤0.01% | 989 |
|
|
2023
Q1 | $54.8K | Sell |
920
-138
| -13% | -$8.21K | ﹤0.01% | 1044 |
|
|
2022
Q4 | $52K | Sell |
1,058
-31
| -3% | -$1.52K | ﹤0.01% | 1047 |
|
|
2022
Q3 | $44K | Buy |
1,089
+38
| +4% | +$1.54K | ﹤0.01% | 1072 |
|
|
2022
Q2 | $52K | Buy |
1,051
+74
| +8% | +$3.66K | ﹤0.01% | 1267 |
|
|
2022
Q1 | $63K | Buy |
977
+251
| +35% | +$16.2K | ﹤0.01% | 1277 |
|
|
2021
Q4 | $54K | Buy |
726
+34
| +5% | +$2.53K | ﹤0.01% | 1447 |
|
|
2021
Q3 | $47K | Buy |
692
+1
| +0.1% | +$68 | ﹤0.01% | 1527 |
|
|
2021
Q2 | $47K | Buy |
691
+70
| +11% | +$4.76K | ﹤0.01% | 1519 |
|
|
2021
Q1 | $41K | Buy |
621
+9
| +1% | +$594 | ﹤0.01% | 1735 |
|
|
2020
Q4 | $39K | Buy |
612
+99
| +19% | +$6.31K | ﹤0.01% | 1577 |
|
|
2020
Q3 | $19K | Sell |
513
-191
| -27% | -$7.07K | ﹤0.01% | 1684 |
|
|
2020
Q2 | $26K | Sell |
704
-43
| -6% | -$1.59K | ﹤0.01% | 1514 |
|
|
2020
Q1 | $23K | Buy |
747
+74
| +11% | +$2.28K | ﹤0.01% | 1458 |
|
|
2019
Q4 | $47K | Buy |
673
+161
| +31% | +$11.2K | ﹤0.01% | 1295 |
|
|
2019
Q3 | $31K | Buy |
512
+21
| +4% | +$1.27K | ﹤0.01% | 1413 |
|
|
2019
Q2 | $32K | Buy |
491
+51
| +12% | +$3.32K | ﹤0.01% | 1414 |
|
|
2019
Q1 | $23K | Buy |
440
+165
| +60% | +$8.63K | ﹤0.01% | 1516 |
|
|
2018
Q4 | $14K | Sell |
275
-41
| -13% | -$2.09K | ﹤0.01% | 1675 |
|
|
2018
Q3 | $23K | Sell |
316
-101
| -24% | -$7.35K | ﹤0.01% | 1524 |
|
|
2018
Q2 | $32K | Sell |
417
-110
| -21% | -$8.44K | ﹤0.01% | 1263 |
|
|
2018
Q1 | $41K | Hold |
527
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q4 | $47K | Buy |
+527
| New | +$47K | ﹤0.01% | 1030 |
|
|
2017
Q1 | – | Sell |
-28
| Closed | -$3K | – | 2147 |
|
|
2016
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 1797 |
|
|
2016
Q3 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 1720 |
|