WealthPLAN Partners’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 |
-15,383
| Closed | -$429K | – | 282 |
|
|
2025
Q3 | $429K | Sell |
15,383
-1,325
| -8% | -$34.2K | 0.06% | 186 |
|
|
2025
Q2 | $409K | Sell |
16,708
-1,375
| -8% | -$33.4K | 0.07% | 185 |
|
|
2025
Q1 | $491K | Sell |
18,083
-1,250
| -6% | -$34.3K | 0.07% | 169 |
|
|
2024
Q4 | $542K | Sell |
19,333
-600
| -3% | -$17.9K | 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 | +$618K | 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% | +$4.87K | 0.05% | 210 |
|
|
2021
Q2 | $747K | Hold |
19,933
| – | – | 0.05% | 186 |
|
|
2021
Q1 | $649K | Sell |
19,933
-3,400
| -15% | -$89.7K | 0.05% | 195 |
|
|
2020
Q4 | $602K | Hold |
23,333
| – | – | 0.05% | 194 |
|
|
2020
Q3 | $478K | Hold |
23,333
| – | – | 0.05% | 200 |
|
|
2020
Q2 | $438K | Hold |
23,333
| – | – | 0.05% | 201 |
|
|
2020
Q1 | $358K | Sell |
23,333
-114
| -0.5% | -$2.41K | 0.05% | 182 |
|
|
2019
Q4 | $586K | Sell |
23,447
-142
| -0.6% | -$3.12K | 0.07% | 147 |
|
|
2019
Q3 | $522K | Hold |
23,589
| – | – | 0.07% | 145 |
|
|
2019
Q2 | $491K | Sell |
23,589
-1,908
| -7% | -$42.4K | 0.07% | 150 |
|
|
2019
Q1 | $576K | Sell |
25,497
-194
| -0.8% | -$4.32K | 0.09% | 151 |
|
|
2018
Q4 | $601K | Sell |
25,691
-986
| -4% | -$22.5K | 0.1% | 134 |
|
|
2018
Q3 | $615K | Buy |
26,677
+3,088
| +13% | +$69.9K | 0.11% | 130 |
|
|
2018
Q2 | $553K | Sell |
23,589
-293
| -1% | -$6.89K | 0.11% | 133 |
|
|
2018
Q1 | $550K | Sell |
23,882
-425
| -2% | -$9.54K | 0.12% | 134 |
|
|
2017
Q4 | $490K | Buy |
24,307
+974
| +4% | +$19.4K | 0.13% | 130 |
|
|
2017
Q3 | $485K | Buy |
+23,333
| New | +$507K | 0.14% | 114 |
|
|
2016
Q3 | $8.21K | Hold |
370
| – | – | ﹤0.01% | 631 |
|
|
2016
Q2 | $8.55K | Buy |
+370
| New | +$8.7K | ﹤0.01% | 1795 |
|
|
2015
Q4 | $8.61K | Buy |
+370
| New | +$8.31K | ﹤0.01% | 1198 |
|
Other funds holding IPG
WealthPLAN Partners's IPG Position: Q4 2025 in Review
WealthPLAN Partners sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 15,383 shares — an estimated $429K sold.
WealthPLAN Partners first reported a position in IPG in Q4 2015 and held it in 34 quarters. The position peaked at $769K in Q2 2023. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.
- WealthPLAN Partners reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
- WealthPLAN Partners sold 15,383 Interpublic Group of Companies shares in Q4 2025, an estimated $429K.
- WealthPLAN Partners first reported a position in Interpublic Group of Companies in Q4 2015 and held it in 34 quarters.
- WealthPLAN Partners's Interpublic Group of Companies position peaked at $769K in Q2 2023.
- 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.
Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.