Prestige Wealth Management Group’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 |
-7,153
| Closed | -$200K | – | 1023 |
|
|
2025
Q3 | $200K | Sell |
7,153
-3,028
| -30% | -$78.1K | 0.04% | 174 |
|
|
2025
Q2 | $249K | Buy |
10,181
+1,987
| +24% | +$48.3K | 0.05% | 155 |
|
|
2025
Q1 | $223K | Sell |
8,194
-218
| -3% | -$5.98K | 0.05% | 149 |
|
|
2024
Q4 | $236K | Buy |
8,412
+1,042
| +14% | +$31.1K | 0.05% | 151 |
|
|
2024
Q3 | $233K | Buy |
7,370
+1,355
| +23% | +$41.6K | 0.05% | 148 |
|
|
2024
Q2 | $175K | Buy |
6,015
+561
| +10% | +$17.3K | 0.04% | 142 |
|
|
2024
Q1 | $178K | Buy |
5,454
+255
| +5% | +$8.26K | 0.04% | 161 |
|
|
2023
Q4 | $170K | Buy |
5,199
+455
| +10% | +$13.7K | 0.04% | 147 |
|
|
2023
Q3 | $136K | Sell |
4,744
-53
| -1% | -$1.77K | 0.03% | 162 |
|
|
2023
Q2 | $185K | Buy |
4,797
+4,562
| +1,941% | +$172K | 0.04% | 153 |
|
|
2023
Q1 | $8.75K | Sell |
235
-201
| -46% | -$7.22K | ﹤0.01% | 460 |
|
|
2022
Q4 | $14.5K | Buy |
436
+191
| +78% | +$5.92K | ﹤0.01% | 395 |
|
|
2022
Q3 | $6K | Sell |
245
-102
| -29% | -$2.89K | ﹤0.01% | 513 |
|
|
2022
Q2 | $10K | Buy |
347
+35
| +11% | +$1.11K | ﹤0.01% | 436 |
|
|
2022
Q1 | $11K | Sell |
312
-2,085
| -87% | -$75.1K | ﹤0.01% | 446 |
|
|
2021
Q4 | $90K | Buy |
2,397
+231
| +11% | +$8.4K | 0.02% | 211 |
|
|
2021
Q3 | $80K | Buy |
2,166
+1,845
| +575% | +$66K | 0.02% | 209 |
|
|
2021
Q2 | $11K | Buy |
321
+37
| +13% | +$1.18K | ﹤0.01% | 457 |
|
|
2021
Q1 | $8K | Sell |
284
-2,204
| -89% | -$58.2K | ﹤0.01% | 522 |
|
|
2020
Q4 | $59K | Buy |
2,488
+295
| +13% | +$6.19K | 0.02% | 231 |
|
|
2020
Q3 | $37K | Sell |
2,193
-53
| -2% | -$946 | 0.01% | 282 |
|
|
2020
Q2 | $39K | Buy |
+2,246
| New | +$37K | 0.01% | 250 |
|
|
2019
Q1 | – | Sell |
-59
| Closed | -$1K | – | 809 |
|
|
2018
Q4 | $1K | Buy |
+59
| New | +$1.35K | ﹤0.01% | 1040 |
|
