ProVise 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
Q3 | – | Sell |
-8,613
| Closed | -$211K | – | 264 |
|
|
2025
Q2 | $211K | Buy |
8,613
+68
| +0.8% | +$1.65K | 0.02% | 242 |
|
|
2025
Q1 | $232K | Sell |
8,545
-805
| -9% | -$22.1K | 0.02% | 232 |
|
|
2024
Q4 | $262K | Sell |
9,350
-9,000
| -49% | -$269K | 0.02% | 226 |
|
|
2024
Q3 | $580K | Sell |
18,350
-51
| -0.3% | -$1.56K | 0.05% | 177 |
|
|
2024
Q2 | $535K | Hold |
18,401
| – | – | 0.05% | 173 |
|
|
2024
Q1 | $600K | Sell |
18,401
-48
| -0.3% | -$1.55K | 0.05% | 177 |
|
|
2023
Q4 | $602K | Hold |
18,449
| – | – | 0.05% | 204 |
|
|
2023
Q3 | $529K | Sell |
18,449
-99
| -0.5% | -$3.3K | 0.05% | 213 |
|
|
2023
Q2 | $716K | Hold |
18,548
| – | – | 0.06% | 199 |
|
|
2023
Q1 | $691K | Buy |
18,548
+5
| +0% | +$180 | 0.07% | 195 |
|
|
2022
Q4 | $618K | Hold |
18,543
| – | – | 0.06% | 192 |
|
|
2022
Q3 | $475K | Sell |
18,543
-468
| -2% | -$13.3K | 0.05% | 205 |
|
|
2022
Q2 | $523K | Hold |
19,011
| – | – | 0.06% | 200 |
|
|
2022
Q1 | $674K | Sell |
19,011
-202
| -1% | -$7.28K | 0.06% | 202 |
|
|
2021
Q4 | $720K | Sell |
19,213
-173
| -0.9% | -$6.29K | 0.07% | 215 |
|
|
2021
Q3 | $711K | Sell |
19,386
-1,970
| -9% | -$70.5K | 0.07% | 206 |
|
|
2021
Q2 | $694K | Buy |
21,356
+82
| +0.4% | +$2.62K | 0.07% | 206 |
|
|
2021
Q1 | $621K | Buy |
21,274
+34
| +0.2% | +$897 | 0.07% | 202 |
|
|
2020
Q4 | $500K | Buy |
21,240
+825
| +4% | +$17.3K | 0.06% | 208 |
|
|
2020
Q3 | $340K | Buy |
20,415
+2,120
| +12% | +$37.8K | 0.05% | 225 |
|
|
2020
Q2 | $314K | Hold |
18,295
| – | – | 0.05% | 226 |
|
|
2020
Q1 | $296K | Hold |
18,295
| – | – | 0.05% | 217 |
|
|
2019
Q4 | $423K | Sell |
18,295
-205
| -1% | -$4.51K | 0.05% | 216 |
|
|
2019
Q3 | $399K | Buy |
18,500
+2,120
| +13% | +$45.8K | 0.05% | 218 |
|
|
2019
Q2 | $370K | Buy |
16,380
+4,000
| +32% | +$88.9K | 0.05% | 232 |
|
|
2019
Q1 | $260K | Buy |
+12,380
| New | +$276K | 0.04% | 251 |
|
Other funds holding IPG
HI
