Security National Bank’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.5K | Buy |
2,756
+186
| +7% | +$4.55K | 0.01% | 199 |
|
|
2025
Q1 | $69.8K | Hold |
2,570
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $72K | Hold |
2,570
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $81.3K | Buy |
2,570
+118
| +5% | +$3.73K | 0.01% | 167 |
|
|
2024
Q2 | $71.3K | Sell |
2,452
-153,187
| -98% | -$4.46M | 0.01% | 169 |
|
|
2024
Q1 | $5.08M | Buy |
155,639
+5,195
| +3% | +$170K | 0.77% | 33 |
|
|
2023
Q4 | $4.91M | Buy |
150,444
+5,473
| +4% | +$179K | 1.11% | 31 |
|
|
2023
Q3 | $4.2M | Sell |
144,971
-9,422
| -6% | -$273K | 1.18% | 30 |
|
|
2023
Q2 | $5.96M | Sell |
154,393
-7,376
| -5% | -$285K | 1.52% | 25 |
|
|
2023
Q1 | $6.02M | Sell |
161,769
-8,255
| -5% | -$307K | 1.61% | 25 |
|
|
2022
Q4 | $5.66M | Buy |
170,024
+2,808
| +2% | +$93.5K | 1.53% | 27 |
|
|
2022
Q3 | $4.28M | Buy |
167,216
+7,469
| +5% | +$191K | 1.19% | 33 |
|
|
2022
Q2 | $4.4M | Buy |
159,747
+6,594
| +4% | +$182K | 1.22% | 32 |
|
|
2022
Q1 | $5.43M | Buy |
153,153
+28,683
| +23% | +$1.02M | 1.24% | 33 |
|
|
2021
Q4 | $4.66M | Buy |
+124,470
| New | +$4.66M | 1.06% | 38 |
|