SVB Wealth’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,123
| Closed | -$236K | – | 303 |
|
|
2024
Q2 | $236K | Sell |
8,123
-2,106
| -21% | -$64.9K | 0.01% | 629 |
|
|
2024
Q1 | $334K | Sell |
10,229
-99
| -1% | -$3.21K | 0.01% | 597 |
|
|
2023
Q4 | $337K | Sell |
10,328
-123
| -1% | -$3.7K | 0.01% | 585 |
|
|
2023
Q3 | $300K | Sell |
10,451
-2,025
| -16% | -$67.6K | 0.01% | 609 |
|
|
2023
Q2 | $481K | Sell |
12,476
-927
| -7% | -$35K | 0.01% | 496 |
|
|
2023
Q1 | $499K | Sell |
13,403
-2,233
| -14% | -$80.3K | 0.01% | 535 |
|
|
2022
Q4 | $521K | Buy |
15,636
+816
| +6% | +$25.3K | 0.01% | 550 |
|
|
2022
Q3 | $379K | Buy |
+14,820
| New | +$420K | 0.01% | 598 |
|
|
2022
Q2 | – | Sell |
-8,712
| Closed | -$309K | – | 795 |
|
|
2022
Q1 | $309K | Buy |
8,712
+142
| +2% | +$5.12K | ﹤0.01% | 581 |
|
|
2021
Q4 | $321K | Sell |
8,570
-12,152
| -59% | -$442K | 0.01% | 556 |
|
|
2021
Q3 | $760K | Buy |
20,722
+1,556
| +8% | +$55.7K | 0.01% | 468 |
|
|
2021
Q2 | $622K | Sell |
19,166
-95
| -0.5% | -$3.04K | 0.01% | 514 |
|
|
2021
Q1 | $563K | Sell |
19,261
-1,424
| -7% | -$37.6K | 0.01% | 485 |
|
|
2020
Q4 | $487K | Buy |
20,685
+2,799
| +16% | +$58.7K | 0.01% | 481 |
|
|
2020
Q3 | $298K | Buy |
17,886
+1,476
| +9% | +$26.3K | ﹤0.01% | 528 |
|
|
2020
Q2 | $282K | Sell |
16,410
-39,443
| -71% | -$650K | 0.01% | 467 |
|
|
2020
Q1 | $904K | Sell |
55,853
-177,786
| -76% | -$3.76M | 0.02% | 245 |
|
|
2019
Q4 | $5.4M | Sell |
233,639
-541,759
| -70% | -$11.9M | 0.1% | 133 |
|
|
2019
Q3 | $16.7M | Buy |
775,398
+137,113
| +21% | +$2.96M | 0.33% | 57 |
|
|
2019
Q2 | $14.4M | Buy |
638,285
+11,583
| +2% | +$257K | 0.48% | 56 |
|
|
2019
Q1 | $13.2M | Buy |
626,702
+14,635
| +2% | +$326K | 0.52% | 60 |
|
|
2018
Q4 | $12.6M | Sell |
612,067
-32,894
| -5% | -$751K | 0.54% | 59 |
|
|
2018
Q3 | $14.8M | Buy |
644,961
+21,429
| +3% | +$485K | 0.52% | 62 |
|
|
2018
Q2 | $14.6M | Sell |
623,532
-10,268
| -2% | -$241K | 0.56% | 56 |
|
|
2018
Q1 | $14.6M | Buy |
633,800
+16,497
| +3% | +$370K | 0.56% | 58 |
|
|
2017
Q4 | $12.4M | Buy |
617,303
+43,744
| +8% | +$872K | 0.47% | 74 |
|
|
2017
Q3 | $11.9M | Buy |
573,559
+125,201
| +28% | +$2.72M | 0.46% | 72 |
|
|
2017
Q2 | $11M | Buy |
448,358
+48,195
| +12% | +$1.18M | 0.43% | 75 |
|
|
2017
Q1 | $9.83M | Buy |
400,163
+69,103
| +21% | +$1.66M | 0.39% | 79 |
|
|
2016
Q4 | $7.75M | Buy |
331,060
+280,383
| +553% | +$6.48M | 0.32% | 91 |
|
|
2016
Q3 | $1.13M | Buy |
+50,677
| New | +$1.17M | 0.05% | 238 |
|
Other funds holding IPG
