United Capital Financial Advisors’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,169
| Closed | -$266K | – | 1107 |
|
|
2024
Q4 | $266K | Sell |
5,169
-103
| -2% | -$5.29K | ﹤0.01% | 913 |
|
|
2024
Q3 | $270K | Sell |
5,272
-388
| -7% | -$19.8K | ﹤0.01% | 916 |
|
|
2024
Q2 | $259K | Buy |
5,660
+483
| +9% | +$22.1K | ﹤0.01% | 894 |
|
|
2024
Q1 | $245K | Sell |
5,177
-1,053
| -17% | -$49.9K | ﹤0.01% | 938 |
|
|
2023
Q4 | $296K | Buy |
+6,230
| New | +$296K | ﹤0.01% | 871 |
|
|
2020
Q1 | – | Sell |
-5,243
| Closed | -$369K | – | 1366 |
|
|
2019
Q4 | $369K | Buy |
+5,243
| New | +$369K | ﹤0.01% | 1061 |
|
|
2019
Q3 | – | Sell |
-4,534
| Closed | -$285K | – | 1477 |
|
|
2019
Q2 | $285K | Buy |
4,534
+6
| +0.1% | +$377 | ﹤0.01% | 1222 |
|
|
2019
Q1 | $239K | Sell |
4,528
-920
| -17% | -$48.6K | ﹤0.01% | 1193 |
|
|
2018
Q4 | $299K | Sell |
5,448
-93,623
| -95% | -$5.14M | ﹤0.01% | 1062 |
|
|
2018
Q3 | $7.26M | Sell |
99,071
-138,585
| -58% | -$10.2M | 0.05% | 361 |
|
|
2018
Q2 | $18.7M | Buy |
237,656
+17,694
| +8% | +$1.39M | 0.14% | 164 |
|
|
2018
Q1 | $17.5M | Buy |
219,962
+40,517
| +23% | +$3.22M | 0.13% | 176 |
|
|
2017
Q4 | $16.3M | Buy |
179,445
+33,004
| +23% | +$2.99M | 0.13% | 189 |
|
|
2017
Q3 | $13.6M | Buy |
146,441
+28,083
| +24% | +$2.61M | 0.12% | 210 |
|
|
2017
Q2 | $12.5M | Buy |
118,358
+21,447
| +22% | +$2.26M | 0.11% | 217 |
|
|
2017
Q1 | $10.6M | Buy |
96,911
+5,919
| +7% | +$648K | 0.1% | 244 |
|
|
2016
Q4 | $10.1M | Buy |
90,992
+4,943
| +6% | +$547K | 0.1% | 254 |
|
|
2016
Q3 | $10.1M | Buy |
86,049
+7,845
| +10% | +$924K | 0.1% | 252 |
|
|
2016
Q2 | $8.21M | Buy |
78,204
+8,136
| +12% | +$854K | 0.08% | 284 |
|
|
2016
Q1 | $8.16M | Buy |
70,068
+34,080
| +95% | +$3.97M | 0.09% | 244 |
|
|
2015
Q4 | $4.13M | Buy |
35,988
+2,829
| +9% | +$325K | 0.05% | 368 |
|
|
2015
Q3 | $3.45M | Buy |
+33,159
| New | +$3.45M | 0.04% | 397 |
|