SPFA
Summit Place Financial 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 | – | Sell |
-33,585
| Closed | -$912K | – | 94 |
|
|
2025
Q1 | $912K | Sell |
33,585
-26,575
| -44% | -$722K | 0.52% | 61 |
|
|
2024
Q4 | $1.69M | Sell |
60,160
-7,840
| -12% | -$220K | 0.96% | 43 |
|
|
2024
Q3 | $2.15M | Buy |
68,000
+10,425
| +18% | +$330K | 1.2% | 36 |
|
|
2024
Q2 | $1.67M | Buy |
57,575
+7,425
| +15% | +$216K | 0.99% | 42 |
|
|
2024
Q1 | $1.64M | Buy |
+50,150
| New | +$1.64M | 0.96% | 43 |
|