United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,291
| Closed | -$231K | – | 1074 |
|
|
2024
Q3 | $231K | Sell |
7,291
-1,511
| -17% | -$47.8K | ﹤0.01% | 959 |
|
|
2024
Q2 | $256K | Buy |
8,802
+144
| +2% | +$4.19K | ﹤0.01% | 897 |
|
|
2024
Q1 | $283K | Sell |
8,658
-3,703
| -30% | -$121K | ﹤0.01% | 893 |
|
|
2023
Q4 | $403K | Sell |
12,361
-3,485
| -22% | -$114K | ﹤0.01% | 780 |
|
|
2023
Q3 | $454K | Sell |
15,846
-1,339
| -8% | -$38.4K | ﹤0.01% | 653 |
|
|
2023
Q2 | $663K | Buy |
17,185
+150
| +0.9% | +$5.79K | ﹤0.01% | 637 |
|
|
2023
Q1 | $634K | Sell |
17,035
-1,840
| -10% | -$68.5K | ﹤0.01% | 675 |
|
|
2022
Q4 | $629K | Sell |
18,875
-59
| -0.3% | -$1.97K | ﹤0.01% | 723 |
|
|
2022
Q3 | $485K | Sell |
18,934
-2,849
| -13% | -$73K | ﹤0.01% | 769 |
|
|
2022
Q2 | $600K | Sell |
21,783
-1,409
| -6% | -$38.8K | ﹤0.01% | 756 |
|
|
2022
Q1 | $822K | Sell |
23,192
-6,152
| -21% | -$218K | ﹤0.01% | 711 |
|
|
2021
Q4 | $1.1M | Sell |
29,344
-3,577
| -11% | -$134K | 0.01% | 656 |
|
|
2021
Q3 | $1.21M | Sell |
32,921
-12,657
| -28% | -$464K | 0.01% | 622 |
|
|
2021
Q2 | $1.48M | Sell |
45,578
-1,896
| -4% | -$61.6K | 0.01% | 599 |
|
|
2021
Q1 | $1.39M | Sell |
47,474
-7,002
| -13% | -$204K | 0.01% | 583 |
|
|
2020
Q4 | $1.28M | Sell |
54,476
-6,094
| -10% | -$143K | 0.01% | 610 |
|
|
2020
Q3 | $1.01M | Buy |
60,570
+5,165
| +9% | +$86.1K | 0.01% | 656 |
|
|
2020
Q2 | $951K | Buy |
55,405
+8,785
| +19% | +$151K | 0.01% | 673 |
|
|
2020
Q1 | $755K | Buy |
46,620
+2,492
| +6% | +$40.4K | 0.01% | 693 |
|
|
2019
Q4 | $1.02M | Buy |
44,128
+5,461
| +14% | +$126K | 0.01% | 768 |
|
|
2019
Q3 | $834K | Sell |
38,667
-4,389
| -10% | -$94.7K | 0.01% | 793 |
|
|
2019
Q2 | $973K | Buy |
43,056
+3,731
| +9% | +$84.3K | 0.01% | 816 |
|
|
2019
Q1 | $826K | Buy |
+39,325
| New | +$826K | 0.01% | 824 |
|
|
2018
Q2 | – | Sell |
-79,632
| Closed | -$1.83M | – | 1336 |
|
|
2018
Q1 | $1.83M | Sell |
79,632
-2,358
| -3% | -$54.3K | 0.01% | 613 |
|
|
2017
Q4 | $1.67M | Buy |
+81,990
| New | +$1.67M | 0.01% | 644 |
|
|
2017
Q3 | – | Sell |
-8,209
| Closed | -$202K | – | 1330 |
|
|
2017
Q2 | $202K | Buy |
+8,209
| New | +$202K | ﹤0.01% | 1205 |
|
|
2016
Q3 | – | Sell |
-9,774
| Closed | -$225K | – | 1288 |
|
|
2016
Q2 | $225K | Sell |
9,774
-54
| -0.5% | -$1.24K | ﹤0.01% | 1140 |
|
|
2016
Q1 | $226K | Sell |
9,828
-345
| -3% | -$7.93K | ﹤0.01% | 1088 |
|
|
2015
Q4 | $237K | Buy |
+10,173
| New | +$237K | ﹤0.01% | 1084 |
|