WealthPLAN Partners’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
Q2 | $409K | Sell |
16,708
-1,375
| -8% | -$33.7K | 0.07% | 185 |
|
|
2025
Q1 | $491K | Sell |
18,083
-1,250
| -6% | -$34K | 0.07% | 169 |
|
|
2024
Q4 | $542K | Sell |
19,333
-600
| -3% | -$16.8K | 0.08% | 165 |
|
|
2024
Q3 | $630K | Hold |
19,933
| – | – | 0.08% | 157 |
|
|
2024
Q2 | $580K | Hold |
19,933
| – | – | 0.06% | 193 |
|
|
2024
Q1 | $650K | Hold |
19,933
| – | – | 0.07% | 181 |
|
|
2023
Q4 | $651K | Hold |
19,933
| – | – | 0.07% | 187 |
|
|
2023
Q3 | $571K | Hold |
19,933
| – | – | 0.07% | 184 |
|
|
2023
Q2 | $769K | Hold |
19,933
| – | – | 0.11% | 152 |
|
|
2023
Q1 | $742K | Hold |
19,933
| – | – | 0.08% | 166 |
|
|
2022
Q4 | $749K | Buy |
+19,933
| New | +$749K | 0.05% | 205 |
|
|
2022
Q1 | $655K | Hold |
20,069
| – | – | 0.05% | 220 |
|
|
2021
Q4 | $713K | Hold |
20,069
| – | – | 0.05% | 217 |
|
|
2021
Q3 | $711K | Buy |
20,069
+136
| +0.7% | +$4.82K | 0.05% | 209 |
|
|
2021
Q2 | $747K | Hold |
19,933
| – | – | 0.05% | 186 |
|
|
2021
Q1 | $649K | Sell |
19,933
-3,400
| -15% | -$111K | 0.05% | 195 |
|
|
2020
Q4 | $602K | Hold |
23,333
| – | – | 0.05% | 193 |
|
|
2020
Q3 | $478K | Hold |
23,333
| – | – | 0.05% | 199 |
|
|
2020
Q2 | $438K | Hold |
23,333
| – | – | 0.05% | 200 |
|
|
2020
Q1 | $358K | Sell |
23,333
-114
| -0.5% | -$1.75K | 0.05% | 182 |
|
|
2019
Q4 | $586K | Sell |
23,447
-142
| -0.6% | -$3.55K | 0.07% | 147 |
|
|
2019
Q3 | $522K | Hold |
23,589
| – | – | 0.07% | 145 |
|
|
2019
Q2 | $491K | Sell |
23,589
-1,908
| -7% | -$39.7K | 0.07% | 150 |
|
|
2019
Q1 | $576K | Sell |
25,497
-194
| -0.8% | -$4.38K | 0.09% | 151 |
|
|
2018
Q4 | $601K | Sell |
25,691
-986
| -4% | -$23.1K | 0.1% | 134 |
|
|
2018
Q3 | $615K | Buy |
26,677
+3,088
| +13% | +$71.2K | 0.11% | 130 |
|
|
2018
Q2 | $553K | Sell |
23,589
-293
| -1% | -$6.87K | 0.11% | 133 |
|
|
2018
Q1 | $550K | Sell |
23,882
-425
| -2% | -$9.79K | 0.12% | 134 |
|
|
2017
Q4 | $490K | Buy |
24,307
+974
| +4% | +$19.6K | 0.13% | 130 |
|
|
2017
Q3 | $485K | Buy |
+23,333
| New | +$485K | 0.14% | 114 |
|
|
2016
Q3 | $8.21K | Hold |
370
| – | – | ﹤0.01% | 631 |
|
|
2016
Q2 | $8.55K | Buy |
+370
| New | +$8.55K | ﹤0.01% | 1795 |
|
|
2015
Q4 | $8.61K | Buy |
+370
| New | +$8.61K | ﹤0.01% | 1198 |
|