JFS Wealth Advisors’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 |
-223
| Closed | -$6.22K | – | 1952 |
|
|
2025
Q3 | $6.22K | Sell |
223
-35
| -14% | -$903 | ﹤0.01% | 1042 |
|
|
2025
Q2 | $6.32K | Sell |
258
-1
| -0.4% | -$24 | ﹤0.01% | 1005 |
|
|
2025
Q1 | $7.04K | Hold |
259
| – | – | ﹤0.01% | 997 |
|
|
2024
Q4 | $7.26K | Sell |
259
-32
| -11% | -$955 | ﹤0.01% | 968 |
|
|
2024
Q3 | $9.21K | Buy |
291
+24
| +9% | +$736 | ﹤0.01% | 886 |
|
|
2024
Q2 | $7.77K | Buy |
267
+23
| +9% | +$709 | ﹤0.01% | 876 |
|
|
2024
Q1 | $7.96K | Sell |
244
-3
| -1% | -$97 | ﹤0.01% | 894 |
|
|
2023
Q4 | $8.06K | Buy |
247
+6
| +2% | +$181 | ﹤0.01% | 852 |
|
|
2023
Q3 | $6.91K | Sell |
241
-77
| -24% | -$2.57K | ﹤0.01% | 859 |
|
|
2023
Q2 | $12.3K | Sell |
318
-13
| -4% | -$490 | ﹤0.01% | 673 |
|
|
2023
Q1 | $12.3K | Buy |
331
+21
| +7% | +$755 | ﹤0.01% | 646 |
|
|
2022
Q4 | $10.3K | Sell |
310
-10
| -3% | -$310 | ﹤0.01% | 699 |
|
|
2022
Q3 | $8K | Buy |
320
+95
| +42% | +$2.69K | ﹤0.01% | 807 |
|
|
2022
Q2 | $6K | Sell |
225
-1,488
| -87% | -$47.2K | ﹤0.01% | 938 |
|
|
2022
Q1 | $61K | Buy |
1,713
+24
| +1% | +$865 | 0.01% | 381 |
|
|
2021
Q4 | $63K | Sell |
1,689
-2,940
| -64% | -$107K | 0.01% | 382 |
|
|
2021
Q3 | $170K | Buy |
+4,629
| New | +$166K | 0.02% | 236 |
|
|
2016
Q4 | – | Sell |
-640
| Closed | -$14K | – | 465 |
|
|
2016
Q3 | $14K | Hold |
640
| – | – | ﹤0.01% | 356 |
|
|
2016
Q2 | $15K | Hold |
640
| – | – | ﹤0.01% | 357 |
|
|
2016
Q1 | $15K | Hold |
640
| – | – | ﹤0.01% | 354 |
|
|
2015
Q4 | $15K | Hold |
640
| – | – | ﹤0.01% | 358 |
|
|
2015
Q3 | $12K | Hold |
640
| – | – | 0.01% | 319 |
|
|
2015
Q2 | $12K | Hold |
640
| – | – | 0.01% | 348 |
|
|
2015
Q1 | $14K | Hold |
640
| – | – | 0.01% | 321 |
|
|
2014
Q4 | $13K | Hold |
640
| – | – | ﹤0.01% | 338 |
|
|
2014
Q3 | $12K | Hold |
640
| – | – | ﹤0.01% | 319 |
|
|
2014
Q2 | $12K | Buy |
+640
| New | +$11.6K | ﹤0.01% | 311 |
|
