Heritage Trust’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
Q2 | $1.92M | Sell |
78,501
-430
| -0.5% | -$10.5K | 0.22% | 112 |
|
|
2025
Q1 | $2.14M | Sell |
78,931
-440
| -0.6% | -$12K | 0.26% | 100 |
|
|
2024
Q4 | $2.22M | Buy |
+79,371
| New | +$2.22M | 0.26% | 95 |
|
|
2024
Q2 | $1.96M | Buy |
67,437
+2,768
| +4% | +$80.5K | 0.26% | 99 |
|
|
2024
Q1 | $2.11M | Buy |
64,669
+43,836
| +210% | +$1.43M | 0.28% | 93 |
|
|
2023
Q4 | $680K | Buy |
20,833
+12,835
| +160% | +$419K | 0.1% | 168 |
|
|
2023
Q3 | $229K | Hold |
7,998
| – | – | 0.04% | 238 |
|
|
2023
Q2 | $309K | Sell |
7,998
-32
| -0.4% | -$1.24K | 0.05% | 221 |
|
|
2023
Q1 | $299K | Buy |
8,030
+1,394
| +21% | +$51.9K | 0.05% | 204 |
|
|
2022
Q4 | $221K | Buy |
+6,636
| New | +$221K | 0.04% | 225 |
|
|
2022
Q3 | – | Sell |
-27,761
| Closed | -$764K | – | 238 |
|
|
2022
Q2 | $764K | Sell |
27,761
-26,904
| -49% | -$740K | 0.13% | 146 |
|
|
2022
Q1 | $1.94M | Sell |
54,665
-533
| -1% | -$18.9K | 0.27% | 96 |
|
|
2021
Q4 | $2.07M | Buy |
55,198
+9,781
| +22% | +$366K | 0.27% | 93 |
|
|
2021
Q3 | $1.67M | Buy |
+45,417
| New | +$1.67M | 0.23% | 102 |
|