Sendero Wealth Management’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
$252K Buy
10,297
+1,425
+16% +$34.9K 0.03% 178
2025
Q1
$241K Buy
8,872
+320
+4% +$8.69K 0.03% 169
2024
Q4
$240K Sell
8,552
-19,496
-70% -$546K 0.04% 156
2024
Q3
$887K Buy
28,048
+615
+2% +$19.5K 0.14% 90
2024
Q2
$798K Sell
27,433
-515
-2% -$15K 0.13% 89
2024
Q1
$912K Hold
27,948
0.16% 87
2023
Q4
$912K Buy
27,948
+1,890
+7% +$61.7K 0.17% 88
2023
Q3
$747K Buy
26,058
+2,475
+10% +$70.9K 0.16% 85
2023
Q2
$910K Buy
23,583
+403
+2% +$15.5K 0.2% 79
2023
Q1
$863K Buy
23,180
+800
+4% +$29.8K 0.26% 63
2022
Q4
$745K Buy
22,380
+5,045
+29% +$168K 0.27% 66
2022
Q3
$444K Sell
17,335
-5,792
-25% -$148K 0.18% 68
2022
Q2
$637K Buy
23,127
+2,665
+13% +$73.4K 0.61% 41
2022
Q1
$678K Buy
20,462
+3,335
+19% +$111K 0.31% 41
2021
Q4
$641K Buy
+17,127
New +$641K 0.28% 46