J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.08M | Buy |
+72,410
| New | +$2.08M | 0.01% | 722 |
|
|
2023
Q2 | – | Sell |
-1,859,849
| Closed | -$69.3M | – | 1688 |
|
|
2023
Q1 | $69.3M | Buy |
1,859,849
+352,796
| +23% | +$13.1M | 0.15% | 149 |
|
|
2022
Q4 | $50.2M | Sell |
1,507,053
-238,677
| -14% | -$7.95M | 0.11% | 182 |
|
|
2022
Q3 | $44.7M | Buy |
1,745,730
+71,594
| +4% | +$1.83M | 0.12% | 181 |
|
|
2022
Q2 | $46.1M | Buy |
1,674,136
+32,796
| +2% | +$903K | 0.12% | 182 |
|
|
2022
Q1 | $58.2M | Buy |
1,641,340
+130,328
| +9% | +$4.62M | 0.13% | 171 |
|
|
2021
Q4 | $56.6M | Buy |
1,511,012
+68,311
| +5% | +$2.56M | 0.12% | 174 |
|
|
2021
Q3 | $52.9M | Buy |
1,442,701
+456,895
| +46% | +$16.8M | 0.13% | 171 |
|
|
2021
Q2 | $32M | Buy |
985,806
+978,899
| +14,173% | +$31.8M | 0.08% | 233 |
|
|
2021
Q1 | $202K | Sell |
6,907
-3,553
| -34% | -$104K | ﹤0.01% | 1688 |
|
|
2020
Q4 | $246K | Sell |
10,460
-3,880
| -27% | -$91.3K | ﹤0.01% | 1576 |
|
|
2020
Q3 | $239K | Buy |
+14,340
| New | +$239K | ﹤0.01% | 1456 |
|
|
2020
Q2 | – | Sell |
-10,011
| Closed | -$162K | – | 1575 |
|
|
2020
Q1 | $162K | Buy |
+10,011
| New | +$162K | ﹤0.01% | 1323 |
|
|
2018
Q1 | – | Sell |
-47,292
| Closed | -$953K | – | 1331 |
|
|
2017
Q4 | $953K | Sell |
47,292
-1,698
| -3% | -$34.2K | 0.01% | 668 |
|
|
2017
Q3 | $1.02M | Sell |
48,990
-2,455
| -5% | -$51.1K | 0.01% | 627 |
|
|
2017
Q2 | $1.27M | Buy |
51,445
+40,855
| +386% | +$1M | 0.01% | 554 |
|
|
2017
Q1 | $260K | Buy |
10,590
+1,586
| +18% | +$38.9K | ﹤0.01% | 1132 |
|
|
2016
Q4 | $211K | Buy |
+9,004
| New | +$211K | ﹤0.01% | 1142 |
|
|
2016
Q1 | – | Sell |
-29,310
| Closed | -$682K | – | 1269 |
|
|
2015
Q4 | $682K | Sell |
29,310
-25,365
| -46% | -$590K | 0.01% | 612 |
|
|
2015
Q3 | $1.05M | Sell |
54,675
-14,208
| -21% | -$272K | 0.01% | 460 |
|
|
2015
Q2 | $1.33M | Buy |
68,883
+5,886
| +9% | +$113K | 0.02% | 442 |
|
|
2015
Q1 | $1.39M | Sell |
62,997
-1,709
| -3% | -$37.8K | 0.02% | 453 |
|
|
2014
Q4 | $1.34M | Buy |
64,706
+2,103
| +3% | +$43.7K | 0.02% | 461 |
|
|
2014
Q3 | $1.15M | Sell |
62,603
-4,192
| -6% | -$76.8K | 0.01% | 483 |
|
|
2014
Q2 | $1.3M | Sell |
66,795
-14,615
| -18% | -$285K | 0.02% | 357 |
|
|
2014
Q1 | $1.4M | Buy |
+81,410
| New | +$1.4M | 0.03% | 343 |
|