Schwartz Investment Counsel’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$906K | – | 135 |
|
|
2017
Q4 | $906K | Sell |
10,000
-6,000
| -38% | -$543K | 0.05% | 100 |
|
|
2017
Q3 | $1.49M | Buy |
16,000
+3,500
| +28% | +$325K | 0.09% | 97 |
|
|
2017
Q2 | $1.32M | Buy |
12,500
+2,000
| +19% | +$211K | 0.08% | 98 |
|
|
2017
Q1 | $1.15M | Hold |
10,500
| – | – | 0.08% | 100 |
|
|
2016
Q4 | $1.16M | Buy |
10,500
+2,500
| +31% | +$277K | 0.08% | 101 |
|
|
2016
Q3 | $942K | Hold |
8,000
| – | – | 0.07% | 104 |
|
|
2016
Q2 | $836K | Buy |
+8,000
| New | +$836K | 0.06% | 106 |
|