Institute for Wealth Management’s Stagwell STGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
51,309
| – | – | 0.03% | 504 |
|
|
2025
Q1 | $310K | Buy |
51,309
+1,647
| +3% | +$9.96K | 0.04% | 406 |
|
|
2024
Q4 | $327K | Hold |
49,662
| – | – | 0.04% | 378 |
|
|
2024
Q3 | $349K | Sell |
49,662
-3,757
| -7% | -$26.4K | 0.04% | 376 |
|
|
2024
Q2 | $364K | Hold |
53,419
| – | – | 0.05% | 350 |
|
|
2024
Q1 | $332K | Buy |
+53,419
| New | +$332K | 0.04% | 364 |
|