Phillips Wealth Planners’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,822
| Closed | -$314K | – | 184 |
|
|
2024
Q3 | $314K | Sell |
9,822
-61
| -0.6% | -$1.95K | 0.3% | 122 |
|
|
2024
Q2 | $282K | Buy |
9,883
+596
| +6% | +$17K | 0.3% | 128 |
|
|
2024
Q1 | $282K | Buy |
9,287
+637
| +7% | +$19.3K | 0.32% | 121 |
|
|
2023
Q4 | $275K | Sell |
8,650
-376
| -4% | -$11.9K | 0.33% | 111 |
|
|
2023
Q3 | $258K | Buy |
9,026
+214
| +2% | +$6.11K | 0.35% | 111 |
|
|
2023
Q2 | $340K | Buy |
8,812
+709
| +9% | +$27.4K | 0.45% | 86 |
|
|
2023
Q1 | $293K | Buy |
8,103
+705
| +10% | +$25.5K | 0.39% | 97 |
|
|
2022
Q4 | $278K | Buy |
+7,398
| New | +$278K | 0.48% | 77 |
|