Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-17,508
| Closed | -$489K | – | 613 |
|
|
2025
Q3 | $489K | Sell |
17,508
-8,396
| -32% | -$217K | 0.02% | 339 |
|
|
2025
Q2 | $634K | Sell |
25,904
-10,873
| -30% | -$264K | 0.03% | 280 |
|
|
2025
Q1 | $999K | Buy |
36,777
+5,680
| +18% | +$156K | 0.05% | 205 |
|
|
2024
Q4 | $871K | Sell |
31,097
-2,363
| -7% | -$70.5K | 0.04% | 224 |
|
|
2024
Q3 | $1.06M | Buy |
33,460
+4,678
| +16% | +$144K | 0.06% | 184 |
|
|
2024
Q2 | $837K | Sell |
28,782
-36
| -0.1% | -$1.11K | 0.05% | 206 |
|
|
2024
Q1 | $940K | Buy |
28,818
+3,577
| +14% | +$116K | 0.06% | 194 |
|
|
2023
Q4 | $824K | Sell |
25,241
-112
| -0.4% | -$3.37K | 0.06% | 204 |
|
|
2023
Q3 | $727K | Sell |
25,353
-805
| -3% | -$26.9K | 0.06% | 204 |
|
|
2023
Q2 | $1.01M | Buy |
26,158
+809
| +3% | +$30.5K | 0.08% | 152 |
|
|
2023
Q1 | $944K | Sell |
25,349
-2,361
| -9% | -$84.8K | 0.08% | 164 |
|
|
2022
Q4 | $923K | Sell |
27,710
-575
| -2% | -$17.8K | 0.08% | 172 |
|
|
2022
Q3 | $724K | Buy |
28,285
+2,459
| +10% | +$69.8K | 0.07% | 188 |
|
|
2022
Q2 | $711K | Buy |
25,826
+740
| +3% | +$23.5K | 0.06% | 182 |
|
|
2022
Q1 | $890K | Buy |
25,086
+441
| +2% | +$15.9K | 0.07% | 181 |
|
|
2021
Q4 | $923K | Sell |
24,645
-1,007
| -4% | -$36.6K | 0.07% | 182 |
|
|
2021
Q3 | $941K | Sell |
25,652
-1,792
| -7% | -$64.1K | 0.08% | 165 |
|
|
2021
Q2 | $892K | Sell |
27,444
-509
| -2% | -$16.3K | 0.08% | 167 |
|
|
2021
Q1 | $816K | Sell |
27,953
-624
| -2% | -$16.5K | 0.08% | 174 |
|
|
2020
Q4 | $672K | Buy |
+28,577
| New | +$599K | 0.07% | 197 |
|
