Sendero Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,297	Closed	-$252K	–	193
2025 Q2	$252K	Buy	10,297 +1,425	+16%	+$34.7K	0.03%	178
2025 Q1	$241K	Buy	8,872 +320	+4%	+$8.78K	0.03%	169
2024 Q4	$240K	Sell	8,552 -19,496	-70%	-$582K	0.04%	156
2024 Q3	$887K	Buy	28,048 +615	+2%	+$18.9K	0.14%	90
2024 Q2	$798K	Sell	27,433 -515	-2%	-$15.9K	0.13%	89
2024 Q1	$912K	Hold	27,948	–	–	0.16%	87
2023 Q4	$912K	Buy	27,948 +1,890	+7%	+$56.9K	0.17%	88
2023 Q3	$747K	Buy	26,058 +2,475	+10%	+$82.6K	0.16%	85
2023 Q2	$910K	Buy	23,583 +403	+2%	+$15.2K	0.2%	79
2023 Q1	$863K	Buy	23,180 +800	+4%	+$28.8K	0.26%	63
2022 Q4	$745K	Buy	22,380 +5,045	+29%	+$156K	0.27%	66
2022 Q3	$444K	Sell	17,335 -5,792	-25%	-$164K	0.18%	68
2022 Q2	$637K	Buy	23,127 +2,665	+13%	+$84.6K	0.61%	41
2022 Q1	$678K	Buy	20,462 +3,335	+19%	+$120K	0.31%	41
2021 Q4	$641K	Buy	+17,127	New	+$623K	0.28%	46