SWA
SOA Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
10,009
-24
| -0.2% | -$587 | 0.05% | 179 |
|
|
2025
Q1 | $272K | Buy |
10,033
+1
| +0% | +$27 | 0.06% | 160 |
|
|
2024
Q4 | $281K | Sell |
10,032
-3
| -0% | -$84 | 0.05% | 153 |
|
|
2024
Q3 | $317K | Hold |
10,035
| – | – | 0.06% | 143 |
|
|
2024
Q2 | $292K | Sell |
10,035
-12
| -0.1% | -$349 | 0.06% | 141 |
|
|
2024
Q1 | $328K | Buy |
10,047
+311
| +3% | +$10.1K | 0.07% | 136 |
|
|
2023
Q4 | $318K | Hold |
9,736
| – | – | 0.07% | 135 |
|
|
2023
Q3 | $279K | Buy |
9,736
+1
| +0% | +$29 | 0.07% | 135 |
|
|
2023
Q2 | $376K | Hold |
9,735
| – | – | 0.09% | 116 |
|
|
2023
Q1 | $363K | Buy |
9,735
+1
| +0% | +$37 | 0.09% | 113 |
|
|
2022
Q4 | $324K | Hold |
9,734
| – | – | 0.09% | 112 |
|
|
2022
Q3 | $249K | Sell |
9,734
-4
| -0% | -$102 | 0.08% | 129 |
|
|
2022
Q2 | $268K | Sell |
9,738
-1,481
| -13% | -$40.8K | 0.08% | 123 |
|
|
2022
Q1 | $397K | Hold |
11,219
| – | – | 0.1% | 113 |
|
|
2021
Q4 | $423K | Buy |
11,219
+1
| +0% | +$38 | 0.1% | 106 |
|
|
2021
Q3 | $411K | Hold |
11,218
| – | – | 0.11% | 112 |
|
|
2021
Q2 | $364K | Buy |
11,218
+1,067
| +11% | +$34.6K | 0.09% | 120 |
|
|
2021
Q1 | $296K | Buy |
10,151
+144
| +1% | +$4.2K | 0.08% | 121 |
|
|
2020
Q4 | $245K | Buy |
+10,007
| New | +$245K | 0.07% | 125 |
|