GeoWealth 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
Q1 | – | Sell |
-3,341
| Closed | -$93.6K | – | 1439 |
|
2024
Q4 | $93.6K | Buy |
3,341
+573
| +21% | +$16.1K | ﹤0.01% | 991 |
|
2024
Q3 | $87.6K | Sell |
2,768
-1,789
| -39% | -$56.6K | ﹤0.01% | 920 |
|
2024
Q2 | $133K | Sell |
4,557
-1,204
| -21% | -$35K | 0.01% | 755 |
|
2024
Q1 | $188K | Buy |
5,761
+566
| +11% | +$18.5K | 0.01% | 701 |
|
2023
Q4 | $170K | Buy |
5,195
+2,260
| +77% | +$74K | 0.01% | 528 |
|
2023
Q3 | $84K | Buy |
2,935
+1,084
| +59% | +$31K | 0.01% | 352 |
|
2023
Q2 | $71K | Sell |
1,851
-472
| -20% | -$18.1K | 0.01% | 307 |
|
2023
Q1 | $87K | Sell |
2,323
-8
| -0.3% | -$300 | 0.01% | 250 |
|
2022
Q4 | $78K | Sell |
2,331
-21
| -0.9% | -$703 | 0.01% | 283 |
|
2022
Q3 | $60K | Buy |
2,352
+1,497
| +175% | +$38.2K | 0.01% | 286 |
|
2022
Q2 | $24K | Buy |
855
+103
| +14% | +$2.89K | ﹤0.01% | 291 |
|
2022
Q1 | $27K | Buy |
752
+11
| +1% | +$395 | ﹤0.01% | 354 |
|
2021
Q4 | $28K | Buy |
741
+8
| +1% | +$302 | ﹤0.01% | 339 |
|
2021
Q3 | $26K | Sell |
733
-1,472
| -67% | -$52.2K | ﹤0.01% | 350 |
|
2021
Q2 | $72K | Buy |
+2,205
| New | +$72K | 0.01% | 229 |
|