SIA
Schechter Investment Advisors’s WPP WPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $537K | Sell |
14,151
-7,285
| -34% | -$277K | 0.04% | 348 |
|
|
2024
Q4 | $1.1M | Buy |
21,436
+145
| +0.7% | +$7.45K | 0.08% | 228 |
|
|
2024
Q3 | $1.09M | Sell |
21,291
-531
| -2% | -$27.2K | 0.08% | 237 |
|
|
2024
Q2 | $999K | Buy |
21,822
+2,067
| +10% | +$94.6K | 0.08% | 236 |
|
|
2024
Q1 | $936K | Sell |
19,755
-2,607
| -12% | -$124K | 0.07% | 256 |
|
|
2023
Q4 | $1.06M | Sell |
22,362
-454
| -2% | -$21.6K | 0.09% | 220 |
|
|
2023
Q3 | $1.02M | Sell |
22,816
-1,222
| -5% | -$54.5K | 0.1% | 218 |
|
|
2023
Q2 | $1.26M | Buy |
24,038
+2,955
| +14% | +$154K | 0.11% | 204 |
|
|
2023
Q1 | $1.25M | Sell |
21,083
-216
| -1% | -$12.9K | 0.12% | 206 |
|
|
2022
Q4 | $1.05M | Buy |
21,299
+6,101
| +40% | +$300K | 0.1% | 271 |
|
|
2022
Q3 | $626K | Buy |
15,198
+1,214
| +9% | +$50K | 0.06% | 440 |
|
|
2022
Q2 | $707K | Sell |
13,984
-1,170
| -8% | -$59.2K | 0.07% | 404 |
|
|
2022
Q1 | $992K | Sell |
15,154
-6,130
| -29% | -$401K | 0.09% | 305 |
|
|
2021
Q4 | $1.61M | Buy |
+21,284
| New | +$1.61M | 0.15% | 161 |
|