Sequoia Financial Advisors’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
Q4 | – | Sell |
-16,120
| Closed | -$450K | – | 1960 |
|
|
2025
Q3 | $450K | Buy |
+16,120
| New | +$416K | ﹤0.01% | 1189 |
|
|
2025
Q2 | – | Sell |
-7,836
| Closed | -$213K | – | 1613 |
|
|
2025
Q1 | $213K | Sell |
7,836
-277
| -3% | -$7.6K | ﹤0.01% | 1238 |
|
|
2024
Q4 | $227K | Buy |
8,113
+266
| +3% | +$7.94K | ﹤0.01% | 1161 |
|
|
2024
Q3 | $248K | Sell |
7,847
-164
| -2% | -$5.03K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $233K | Buy |
8,011
+1,011
| +14% | +$31.2K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $228K | Buy |
7,000
+200
| +3% | +$6.48K | ﹤0.01% | 992 |
|
|
2023
Q4 | $222K | Buy |
+6,800
| New | +$205K | ﹤0.01% | 1056 |
|
|
2023
Q3 | – | Sell |
-6,172
| Closed | -$238K | – | 985 |
|
|
2023
Q2 | $238K | Buy |
+6,172
| New | +$233K | ﹤0.01% | 790 |
|
|
2023
Q1 | – | Sell |
-6,807
| Closed | -$227K | – | 857 |
|
|
2022
Q4 | $227K | Buy |
+6,807
| New | +$211K | 0.01% | 689 |
|
|
2022
Q2 | – | Sell |
-6,616
| Closed | -$234K | – | 636 |
|
|
2022
Q1 | $234K | Buy |
6,616
+580
| +10% | +$20.9K | 0.01% | 569 |
|
|
2021
Q4 | $226K | Buy |
+6,036
| New | +$219K | 0.01% | 523 |
|
|
2021
Q3 | – | Sell |
-81,872
| Closed | -$2.66M | – | 349 |
|
|
2021
Q2 | $2.66M | Buy |
81,872
+17,668
| +28% | +$565K | 0.1% | 126 |
|
|
2021
Q1 | $1.88M | Sell |
64,204
-41,624
| -39% | -$1.1M | 0.08% | 136 |
|
|
2020
Q4 | $2.49M | Buy |
105,828
+11,663
| +12% | +$245K | 0.11% | 104 |
|
|
2020
Q3 | $1.57M | Buy |
94,165
+55,977
| +147% | +$999K | 0.08% | 124 |
|
|
2020
Q2 | $655K | Buy |
38,188
+4,830
| +14% | +$79.6K | 0.04% | 189 |
|
|
2020
Q1 | $540K | Buy |
33,358
+2,817
| +9% | +$59.5K | 0.04% | 187 |
|
|
2019
Q4 | $705K | Buy |
30,541
+2,423
| +9% | +$53.3K | 0.04% | 177 |
|
|
2019
Q3 | $606K | Buy |
28,118
+5,866
| +26% | +$127K | 0.04% | 177 |
|
|
2019
Q2 | $503K | Buy |
22,252
+1,493
| +7% | +$33.2K | 0.04% | 188 |
|
|
2019
Q1 | $436K | Buy |
+20,759
| New | +$462K | 0.04% | 207 |
|
