SVB Wealth’s WPP WPP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-356
| Closed | -$13.5K | – | 1635 |
|
2025
Q1 | $13.5K | Buy |
+356
| New | +$13.5K | ﹤0.01% | 823 |
|
2021
Q2 | – | Sell |
-8,801
| Closed | -$562K | – | 1030 |
|
2021
Q1 | $562K | Buy |
8,801
+597
| +7% | +$38.1K | 0.01% | 488 |
|
2020
Q4 | $444K | Buy |
8,204
+2,217
| +37% | +$120K | 0.01% | 502 |
|
2020
Q3 | $235K | Buy |
+5,987
| New | +$235K | ﹤0.01% | 580 |
|