SAG
SageView Advisory Group’s Interpublic Group of Companies IPG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $223K | Buy |
8,726
+846
| +11% | +$21.6K | 0.01% | 578 |
|
2025
Q1 | $214K | Sell |
7,880
-438
| -5% | -$11.9K | 0.01% | 561 |
|
2024
Q4 | $233K | Sell |
8,318
-371
| -4% | -$10.4K | 0.01% | 526 |
|
2024
Q3 | $275K | Sell |
8,689
-1,369
| -14% | -$43.3K | 0.01% | 422 |
|
2024
Q2 | $293K | Sell |
10,058
-10,781
| -52% | -$314K | 0.01% | 439 |
|
2024
Q1 | $813K | Buy |
20,839
+4,464
| +27% | +$174K | 0.04% | 227 |
|
2023
Q4 | $545K | Buy |
16,375
+582
| +4% | +$19.4K | 0.02% | 374 |
|
2023
Q3 | $453K | Sell |
15,793
-3,461
| -18% | -$99.2K | 0.03% | 344 |
|
2023
Q2 | $743K | Buy |
19,254
+1,270
| +7% | +$49K | 0.04% | 274 |
|
2023
Q1 | $670K | Buy |
+17,984
| New | +$670K | 0.04% | 270 |
|