Santa Monica Partners’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-32,639
| Closed | -$2.04M | – | 27 |
|
|
2019
Q3 | $2.04M | Hold |
32,639
| – | – | 1.76% | 8 |
|
|
2019
Q2 | $2.05M | Hold |
32,639
| – | – | 1.72% | 8 |
|
|
2019
Q1 | $1.72M | Hold |
32,639
| – | – | 1.56% | 8 |
|
|
2018
Q4 | $1.79M | Hold |
32,639
| – | – | 1.95% | 8 |
|
|
2018
Q3 | $2.39M | Hold |
32,639
| – | – | 1.95% | 7 |
|
|
2018
Q2 | $2.57M | Hold |
32,639
| – | – | 2.4% | 7 |
|
|
2018
Q1 | $2.6M | Sell |
32,639
-4,967
| -13% | -$395K | 2.81% | 7 |
|
|
2017
Q4 | $3.41M | Buy |
+37,606
| New | +$3.41M | 3.08% | 8 |
|