Summit Trail Advisors’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
+6,691
| New | +$459K | 0.01% | 760 |
|
|
2025
Q1 | – | Sell |
-3,164
| Closed | -$230K | – | 445 |
|
|
2024
Q4 | $230K | Buy |
+3,164
| New | +$230K | 0.01% | 334 |
|
|
2020
Q4 | – | Sell |
-1,410
| Closed | -$287K | – | 226 |
|
|
2020
Q3 | $287K | Buy |
+1,410
| New | +$287K | 0.06% | 158 |
|
|
2018
Q4 | – | Sell |
-1,056
| Closed | -$165K | – | 169 |
|
|
2018
Q3 | $165K | Buy |
1,056
+926
| +712% | +$145K | 0.04% | 200 |
|
|
2018
Q2 | $29K | Buy |
+130
| New | +$29K | 0.01% | 354 |
|
|
2018
Q1 | – | Sell |
-777
| Closed | -$184K | – | 1041 |
|
|
2017
Q4 | $184K | Buy |
+777
| New | +$184K | 0.02% | 449 |
|