Transform Wealth’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
Q1 | $336K | Sell |
12,375
-4,237
| -26% | -$115K | 0.02% | 202 |
|
|
2024
Q4 | $465K | Sell |
16,612
-504
| -3% | -$14.1K | 0.03% | 191 |
|
|
2024
Q3 | $541K | Sell |
17,116
-30,532
| -64% | -$966K | 0.04% | 145 |
|
|
2024
Q2 | $1.39M | Sell |
47,648
-1,348
| -3% | -$39.2K | 0.1% | 111 |
|
|
2024
Q1 | $1.6M | Sell |
48,996
-3,508
| -7% | -$114K | 0.15% | 104 |
|
|
2023
Q4 | $1.71M | Sell |
52,504
-2,573
| -5% | -$84K | 0.17% | 111 |
|
|
2023
Q3 | $1.58M | Sell |
55,077
-33,560
| -38% | -$962K | 0.17% | 109 |
|
|
2023
Q2 | $3.42M | Sell |
88,637
-2,273
| -3% | -$87.7K | 0.31% | 95 |
|
|
2023
Q1 | $3.39M | Buy |
90,910
+658
| +0.7% | +$24.5K | 0.32% | 89 |
|
|
2022
Q4 | $3.01M | Sell |
90,252
-3,546
| -4% | -$118K | 0.34% | 80 |
|
|
2022
Q3 | $2.4M | Buy |
93,798
+3,953
| +4% | +$101K | 0.31% | 74 |
|
|
2022
Q2 | $2.47M | Buy |
89,845
+829
| +0.9% | +$22.8K | 0.37% | 70 |
|
|
2022
Q1 | $3.16M | Sell |
89,016
-3,652
| -4% | -$129K | 0.35% | 78 |
|
|
2021
Q4 | $3.47M | Sell |
92,668
-7,465
| -7% | -$280K | 0.36% | 73 |
|
|
2021
Q3 | $3.67M | Sell |
100,133
-6,373
| -6% | -$234K | 0.42% | 72 |
|
|
2021
Q2 | $3.46M | Buy |
106,506
+60,538
| +132% | +$1.97M | 0.42% | 75 |
|
|
2021
Q1 | $1.34M | Sell |
45,968
-32,456
| -41% | -$948K | 0.27% | 85 |
|
|
2020
Q4 | $1.85M | Sell |
78,424
-72,614
| -48% | -$1.71M | 0.39% | 77 |
|
|
2020
Q3 | $2.52M | Buy |
151,038
+44,662
| +42% | +$745K | 0.41% | 74 |
|
|
2020
Q2 | $1.83M | Buy |
+106,376
| New | +$1.83M | 0.31% | 78 |
|