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
Q4
Sell
2025
Q3
$2.17M Sell
2025
Q2
$1.92M Sell
2025
Q1
$2.14M Sell
2024
Q4
$2.22M Buy
2024
Q2
$1.96M Buy
2024
Q1
$2.11M Buy
2023
Q4
$680K Buy
2023
Q3
$229K Hold
2023
Q2
$309K Sell
2023
Q1
$299K Buy
2022
Q4
$221K Buy
2022
Q3
Sell
2022
Q2
$764K Sell
2022
Q1
$1.94M Sell
2021
Q4
$2.07M Buy
2021
Q3
$1.67M Buy