Greenleaf Trust’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,985
| Closed | -$228K | – | 856 |
|
|
2024
Q2 | $228K | Buy |
+4,985
| New | +$228K | ﹤0.01% | 713 |
|
|
2023
Q4 | – | Sell |
-5,518
| Closed | -$246K | – | 799 |
|
|
2023
Q3 | $246K | Buy |
5,518
+42
| +0.8% | +$1.87K | ﹤0.01% | 644 |
|
|
2023
Q2 | $286K | Hold |
5,476
| – | – | ﹤0.01% | 606 |
|
|
2023
Q1 | $326K | Hold |
5,476
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $269K | Buy |
5,476
+56
| +1% | +$2.75K | ﹤0.01% | 620 |
|
|
2022
Q3 | $223K | Buy |
5,420
+330
| +6% | +$13.6K | ﹤0.01% | 637 |
|
|
2022
Q2 | $258K | Sell |
5,090
-718
| -12% | -$36.4K | ﹤0.01% | 597 |
|
|
2022
Q1 | $380K | Sell |
5,808
-952
| -14% | -$62.3K | ﹤0.01% | 504 |
|
|
2021
Q4 | $511K | Buy |
6,760
+1,358
| +25% | +$103K | 0.01% | 410 |
|
|
2021
Q3 | $362K | Buy |
5,402
+279
| +5% | +$18.7K | ﹤0.01% | 513 |
|
|
2021
Q2 | $347K | Buy |
5,123
+155
| +3% | +$10.5K | ﹤0.01% | 517 |
|
|
2021
Q1 | $317K | Sell |
4,968
-27
| -0.5% | -$1.72K | ﹤0.01% | 530 |
|
|
2020
Q4 | $270K | Buy |
+4,995
| New | +$270K | ﹤0.01% | 493 |
|
|
2020
Q1 | – | Sell |
-3,187
| Closed | -$224K | – | 608 |
|
|
2019
Q4 | $224K | Sell |
3,187
-579
| -15% | -$40.7K | ﹤0.01% | 485 |
|
|
2019
Q3 | $236K | Buy |
+3,766
| New | +$236K | ﹤0.01% | 473 |
|
|
2018
Q1 | – | Sell |
-277
| Closed | -$25K | – | 673 |
|
|
2017
Q4 | $25K | Sell |
277
-4,725
| -94% | -$426K | ﹤0.01% | 558 |
|
|
2017
Q3 | $464K | Buy |
+5,002
| New | +$464K | 0.01% | 248 |
|
|
2017
Q2 | – | Sell |
-3,429
| Closed | -$375K | – | 388 |
|
|
2017
Q1 | $375K | Buy |
+3,429
| New | +$375K | 0.01% | 195 |
|