Kingsview Wealth Management’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 |
-347,608
| Closed | -$9.7M | – | 1287 |
|
|
2025
Q3 | $9.7M | Buy |
347,608
+2,548
| +0.7% | +$65.8K | 0.15% | 137 |
|
|
2025
Q2 | $8.45M | Sell |
345,060
-97,406
| -22% | -$2.37M | 0.14% | 155 |
|
|
2025
Q1 | $12M | Buy |
442,466
+119,802
| +37% | +$3.29M | 0.23% | 84 |
|
|
2024
Q4 | $9.04M | Buy |
+322,664
| New | +$9.63M | 0.18% | 120 |
|
|
2024
Q1 | – | Sell |
-100,820
| Closed | -$3.29M | – | 1041 |
|
|
2023
Q4 | $3.29M | Buy |
+100,820
| New | +$3.04M | 0.1% | 192 |
|
|
2022
Q1 | – | Sell |
-41,268
| Closed | -$1.54M | – | 936 |
|
|
2021
Q4 | $1.54M | Sell |
41,268
-1,370
| -3% | -$49.8K | 0.06% | 291 |
|
|
2021
Q3 | $1.56M | Sell |
42,638
-2,352
| -5% | -$84.2K | 0.07% | 273 |
|
|
2021
Q2 | $1.49M | Buy |
44,990
+35,464
| +372% | +$1.13M | 0.07% | 285 |
|
|
2021
Q1 | $280K | Buy |
+9,526
| New | +$251K | 0.02% | 671 |
|
|
2020
Q4 | – | Sell |
-11,102
| Closed | -$185K | – | 755 |
|
|
2020
Q3 | $185K | Buy |
+11,102
| New | +$198K | 0.02% | 576 |
|
