Steward Partners Investment Advisory’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Buy |
609
+398
| +189% | +$13.9K | ﹤0.01% | 2894 |
|
|
2025
Q1 | $8.01K | Buy |
211
+22
| +12% | +$835 | ﹤0.01% | 3189 |
|
|
2024
Q4 | $9.71K | Buy |
189
+102
| +117% | +$5.24K | ﹤0.01% | 3115 |
|
|
2024
Q3 | $4.45K | Sell |
87
-103
| -54% | -$5.27K | ﹤0.01% | 3223 |
|
|
2024
Q2 | $8.7K | Buy |
190
+129
| +211% | +$5.91K | ﹤0.01% | 2864 |
|
|
2024
Q1 | $2.89K | Buy |
+61
| New | +$2.89K | ﹤0.01% | 3209 |
|
|
2020
Q3 | – | Sell |
-110
| Closed | -$4K | – | 2863 |
|
|
2020
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 2347 |
|
|
2020
Q1 | $3K | Sell |
110
-817
| -88% | -$22.3K | ﹤0.01% | 2242 |
|
|
2019
Q4 | $65K | Buy |
927
+723
| +354% | +$50.7K | ﹤0.01% | 1296 |
|
|
2019
Q3 | $12K | Buy |
204
+94
| +85% | +$5.53K | ﹤0.01% | 1926 |
|
|
2019
Q2 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 2181 |
|
|
2018
Q4 | – | Sell |
-110
| Closed | -$8K | – | 2174 |
|
|
2018
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 1986 |
|
|
2018
Q2 | $9K | Hold |
110
| – | – | ﹤0.01% | 1790 |
|
|
2018
Q1 | $8K | Sell |
110
-47
| -30% | -$3.42K | ﹤0.01% | 1659 |
|
|
2017
Q4 | $14K | Hold |
157
| – | – | ﹤0.01% | 1253 |
|
|
2017
Q3 | $14K | Hold |
157
| – | – | ﹤0.01% | 1035 |
|
|
2017
Q2 | $16K | Buy |
157
+103
| +191% | +$10.5K | ﹤0.01% | 936 |
|
|
2017
Q1 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 1140 |
|