Legacy Wealth Asset 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
2024 Q4	–	Sell	-10,951	Closed	-$346K	–	355
2024 Q3	$346K	Sell	10,951 -25	-0.2%	-$767	0.09%	287
2024 Q2	$319K	Buy	10,976 +53	+0.5%	+$1.63K	0.09%	289
2024 Q1	$356K	Buy	10,923 +347	+3%	+$11.2K	0.1%	276
2023 Q4	$345K	Buy	10,576 +41	+0.4%	+$1.24K	0.11%	274
2023 Q3	$302K	Sell	10,535 -129	-1%	-$4.3K	0.11%	277
2023 Q2	$411K	Sell	10,664 -4,541	-30%	-$171K	0.14%	247
2023 Q1	$566K	Sell	15,205 -218	-1%	-$7.83K	0.2%	170
2022 Q4	$514K	Sell	15,423 -276	-2%	-$8.56K	0.2%	172
2022 Q3	$402K	Sell	15,699 -891	-5%	-$25.3K	0.18%	206
2022 Q2	$457K	Sell	16,590 -69	-0.4%	-$2.19K	0.19%	181
2022 Q1	$591K	Buy	16,659 +220	+1%	+$7.93K	0.21%	171
2021 Q4	$616K	Buy	16,439 +482	+3%	+$17.5K	0.21%	177
2021 Q3	$585K	Sell	15,957 -133	-0.8%	-$4.76K	0.27%	147
2021 Q2	$523K	Sell	16,090 -7,276	-31%	-$233K	0.23%	166
2021 Q1	$682K	Sell	23,366 -289	-1%	-$7.63K	0.31%	132
2020 Q4	$556K	Buy	+23,655	New	+$496K	0.28%	147