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