Mount Yale Investment Advisors’s WPP WPP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805 Buy
+23
New +$805 ﹤0.01% 1396
2021
Q4
Sell
-3,328
Closed -$223K 490
2021
Q3
$223K Buy
+3,328
New +$223K 0.03% 424
2019
Q3
Sell
-3,762
Closed -$210K 329
2019
Q2
$210K Buy
+3,762
New +$210K 0.04% 288