Summit Trail Advisors’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
+40,966
| New | +$1M | 0.02% | 482 |
|
|
2024
Q4 | – | Sell |
-14,357
| Closed | -$454K | – | 563 |
|
|
2024
Q3 | $454K | Sell |
14,357
-2,154
| -13% | -$68.1K | 0.01% | 420 |
|
|
2024
Q2 | $480K | Sell |
16,511
-3,332
| -17% | -$96.9K | 0.01% | 379 |
|
|
2024
Q1 | $647K | Buy |
19,843
+4,594
| +30% | +$150K | 0.02% | 286 |
|
|
2023
Q4 | $498K | Sell |
15,249
-136
| -0.9% | -$4.44K | 0.02% | 281 |
|
|
2023
Q3 | $441K | Sell |
15,385
-432
| -3% | -$12.4K | 0.02% | 296 |
|
|
2023
Q2 | $610K | Sell |
15,817
-1,955
| -11% | -$75.4K | 0.02% | 228 |
|
|
2023
Q1 | $662K | Buy |
17,772
+2,845
| +19% | +$106K | 0.03% | 182 |
|
|
2022
Q4 | $497K | Sell |
14,927
-304
| -2% | -$10.1K | 0.02% | 188 |
|
|
2022
Q3 | $390K | Buy |
15,231
+1,316
| +9% | +$33.7K | 0.02% | 217 |
|
|
2022
Q2 | $383K | Sell |
13,915
-632
| -4% | -$17.4K | 0.02% | 228 |
|
|
2022
Q1 | $516K | Buy |
+14,547
| New | +$516K | 0.04% | 167 |
|
|
2018
Q1 | – | Sell |
-765
| Closed | -$16K | – | 1040 |
|
|
2017
Q4 | $16K | Buy |
+765
| New | +$16K | ﹤0.01% | 1103 |
|