Modera 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 |
-797,401
| Closed | -$22.3M | – | 655 |
|
|
2025
Q3 | $22.3M | Sell |
797,401
-22,488
| -3% | -$580K | 0.26% | 77 |
|
|
2025
Q2 | $20.1M | Sell |
819,889
-44,171
| -5% | -$1.07M | 0.25% | 79 |
|
|
2025
Q1 | $23.5M | Sell |
864,060
-18,430
| -2% | -$506K | 0.32% | 69 |
|
|
2024
Q4 | $24.7M | Sell |
882,490
-45,435
| -5% | -$1.36M | 0.3% | 69 |
|
|
2024
Q3 | $29.4M | Sell |
927,925
-24,724
| -3% | -$759K | 0.37% | 58 |
|
|
2024
Q2 | $27.7M | Buy |
952,649
+6,334
| +0.7% | +$195K | 0.41% | 57 |
|
|
2024
Q1 | $30.9M | Buy |
946,315
+2,772
| +0.3% | +$89.8K | 0.47% | 54 |
|
|
2023
Q4 | $30.8M | Sell |
943,543
-24,613
| -3% | -$741K | 0.51% | 52 |
|
|
2023
Q3 | $27.7M | Buy |
968,156
+9,766
| +1% | +$326K | 0.52% | 53 |
|
|
2023
Q2 | $37M | Buy |
958,390
+947,232
| +8,489% | +$35.7M | 0.67% | 39 |
|
|
2023
Q1 | $416K | Hold |
11,158
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $372K | Hold |
11,158
| – | – | 0.02% | 247 |
|
|
2022
Q3 | $286K | Sell |
11,158
-5
| -0% | -$142 | 0.01% | 251 |
|
|
2022
Q2 | $307K | Sell |
11,163
-54
| -0.5% | -$1.71K | 0.01% | 253 |
|
|
2022
Q1 | $398K | Sell |
11,217
-9,363
| -45% | -$337K | 0.02% | 237 |
|
|
2021
Q4 | $771K | Buy |
+20,580
| New | +$748K | 0.03% | 203 |
|
