Sequoia Financial Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
+9,764
| New | +$342K | ﹤0.01% | 1183 |
|
|
2024
Q2 | – | Sell |
-7,868
| Closed | -$373K | – | 1252 |
|
|
2024
Q1 | $373K | Sell |
7,868
-16,298
| -67% | -$773K | ﹤0.01% | 780 |
|
|
2023
Q4 | $1.15M | Buy |
+24,166
| New | +$1.15M | 0.01% | 486 |
|
|
2023
Q3 | – | Sell |
-3,839
| Closed | -$201K | – | 1007 |
|
|
2023
Q2 | $201K | Buy |
3,839
+476
| +14% | +$24.9K | ﹤0.01% | 865 |
|
|
2023
Q1 | $200K | Buy |
+3,363
| New | +$200K | ﹤0.01% | 764 |
|
|
2017
Q4 | – | Sell |
-2,242
| Closed | -$208K | – | 322 |
|
|
2017
Q3 | $208K | Buy |
2,242
+45
| +2% | +$4.18K | 0.02% | 263 |
|
|
2017
Q2 | $232K | Sell |
2,197
-321
| -13% | -$33.9K | 0.03% | 244 |
|
|
2017
Q1 | $275K | Sell |
2,518
-93
| -4% | -$10.2K | 0.04% | 215 |
|
|
2016
Q4 | $289K | Sell |
2,611
-80
| -3% | -$8.86K | 0.04% | 197 |
|
|
2016
Q3 | $317K | Sell |
2,691
-273
| -9% | -$32.2K | 0.06% | 164 |
|
|
2016
Q2 | $310K | Hold |
2,964
| – | – | 0.09% | 167 |
|
|
2016
Q1 | $345K | Sell |
2,964
-129
| -4% | -$15K | 0.11% | 126 |
|
|
2015
Q4 | $355K | Sell |
3,093
-151
| -5% | -$17.3K | 0.14% | 109 |
|
|
2015
Q3 | $337K | Sell |
3,244
-247
| -7% | -$25.7K | 0.15% | 110 |
|
|
2015
Q2 | $394K | Hold |
3,491
| – | – | 0.17% | 110 |
|
|
2015
Q1 | $397K | Sell |
3,491
-570
| -14% | -$64.8K | 0.18% | 101 |
|
|
2014
Q4 | $423K | Buy |
4,061
+353
| +10% | +$36.8K | 0.29% | 77 |
|
|
2014
Q3 | $372K | Sell |
3,708
-39
| -1% | -$3.91K | 0.26% | 96 |
|
|
2014
Q2 | $408K | Buy |
+3,747
| New | +$408K | 0.31% | 79 |
|