Heritage Trust’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.17M | Sell |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q2 | $1.96M | Buy |
|
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $299K | Buy |
|
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $764K | Sell |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $1.67M | Buy |
|