Glassman Wealth Services’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-158
| Closed | -$7.52K | – | 1841 |
|
2023
Q4 | $7.52K | Sell |
158
-40
| -20% | -$1.9K | ﹤0.01% | 953 |
|
2023
Q3 | $8.83K | Buy |
198
+29
| +17% | +$1.29K | ﹤0.01% | 890 |
|
2023
Q2 | $8.84K | Hold |
169
| – | – | ﹤0.01% | 845 |
|
2023
Q1 | $10.1K | Sell |
169
-3
| -2% | -$179 | ﹤0.01% | 820 |
|
2022
Q4 | $8.46K | Buy |
172
+2
| +1% | +$98 | ﹤0.01% | 879 |
|
2022
Q3 | $7K | Buy |
170
+41
| +32% | +$1.69K | ﹤0.01% | 917 |
|
2022
Q2 | $7K | Sell |
129
-39
| -23% | -$2.12K | ﹤0.01% | 928 |
|
2022
Q1 | $11K | Sell |
168
-13
| -7% | -$851 | ﹤0.01% | 812 |
|
2021
Q4 | $14K | Buy |
181
+46
| +34% | +$3.56K | ﹤0.01% | 713 |
|
2021
Q3 | $9K | Buy |
135
+14
| +12% | +$933 | ﹤0.01% | 805 |
|
2021
Q2 | $8K | Hold |
121
| – | – | ﹤0.01% | 814 |
|
2021
Q1 | $8K | Buy |
121
+3
| +3% | +$198 | ﹤0.01% | 778 |
|
2020
Q4 | $6K | Buy |
118
+39
| +49% | +$1.98K | ﹤0.01% | 843 |
|
2020
Q3 | $3K | Buy |
79
+33
| +72% | +$1.25K | ﹤0.01% | 935 |
|
2020
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 916 |
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 1615 |
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1514 |
|
2017
Q3 | – | Sell |
-20
| Closed | -$2K | – | 630 |
|
2017
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 433 |
|
2017
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 463 |
|
2016
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 525 |
|
2016
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 411 |
|
2016
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 414 |
|
2016
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 410 |
|
2015
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 402 |
|
2015
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 396 |
|
2015
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 404 |
|
2015
Q1 | – | Sell |
-20
| Closed | -$2K | – | 459 |
|
2014
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 452 |
|