Marietta Investment Partners’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-5,878
| Closed | -$692K | – | 157 |
|
2016
Q3 | $692K | Hold |
5,878
| – | – | 0.22% | 85 |
|
2016
Q2 | $614K | Sell |
5,878
-330
| -5% | -$34.5K | 0.22% | 85 |
|
2016
Q1 | $723K | Sell |
6,208
-283
| -4% | -$33K | 0.3% | 71 |
|
2015
Q4 | $745K | Hold |
6,491
| – | – | 0.3% | 76 |
|
2015
Q3 | $735K | Buy |
6,491
+530
| +9% | +$60K | 0.29% | 78 |
|
2015
Q2 | $672K | Buy |
5,961
+290
| +5% | +$32.7K | 0.26% | 77 |
|
2015
Q1 | $645K | Buy |
5,671
+1,170
| +26% | +$133K | 0.25% | 74 |
|
2014
Q4 | $469K | Buy |
+4,501
| New | +$469K | 0.19% | 88 |
|
2014
Q2 | – | Sell |
-3,240
| Closed | -$334K | – | 129 |
|
2014
Q1 | $334K | Sell |
3,240
-79
| -2% | -$8.14K | 0.13% | 101 |
|
2013
Q4 | $381K | Buy |
3,319
+261
| +9% | +$30K | 0.14% | 102 |
|
2013
Q3 | $315K | Buy |
+3,058
| New | +$315K | 0.12% | 106 |
|