KCM Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-13,782
| Closed | -$386K | – | 369 |
|
2024
Q4 | $386K | Sell |
13,782
-189
| -1% | -$5.3K | 0.01% | 282 |
|
2024
Q3 | $442K | Buy |
13,971
+4,849
| +53% | +$153K | 0.02% | 277 |
|
2024
Q2 | $265K | Buy |
9,122
+850
| +10% | +$24.7K | 0.01% | 328 |
|
2024
Q1 | $270K | Buy |
+8,272
| New | +$270K | 0.01% | 333 |
|
2023
Q3 | – | Sell |
-42,915
| Closed | -$1.66M | – | 377 |
|
2023
Q2 | $1.66M | Buy |
42,915
+1,965
| +5% | +$75.8K | 0.07% | 164 |
|
2023
Q1 | $1.52M | Buy |
40,950
+3,336
| +9% | +$124K | 0.06% | 179 |
|
2022
Q4 | $1.25M | Buy |
37,614
+1,921
| +5% | +$64K | 0.05% | 193 |
|
2022
Q3 | $914K | Buy |
35,693
+19,997
| +127% | +$512K | 0.04% | 203 |
|
2022
Q2 | $432K | Sell |
15,696
-2,261
| -13% | -$62.2K | 0.02% | 277 |
|
2022
Q1 | $637K | Buy |
17,957
+1,299
| +8% | +$46.1K | 0.02% | 251 |
|
2021
Q4 | $624K | Buy |
+16,658
| New | +$624K | 0.02% | 262 |
|
2019
Q3 | – | Sell |
-22,067
| Closed | -$498K | – | 330 |
|
2019
Q2 | $498K | Buy |
22,067
+7,781
| +54% | +$176K | 0.03% | 231 |
|
2019
Q1 | $300K | Buy |
14,286
+4,137
| +41% | +$86.9K | 0.02% | 276 |
|
2018
Q4 | $209K | Buy |
+10,149
| New | +$209K | 0.01% | 463 |
|