Whittier Trust’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 | $151K | Hold |
6,188
| – | – | ﹤0.01% | 711 |
|
|
2025
Q1 | $168K | Hold |
6,188
| – | – | ﹤0.01% | 684 |
|
|
2024
Q4 | $173K | Sell |
6,188
-1,696
| -22% | -$47.5K | ﹤0.01% | 688 |
|
|
2024
Q3 | $249K | Sell |
7,884
-864
| -10% | -$27.3K | ﹤0.01% | 639 |
|
|
2024
Q2 | $254K | Sell |
8,748
-151,390
| -95% | -$4.4M | ﹤0.01% | 608 |
|
|
2024
Q1 | $5.23M | Buy |
160,138
+6,301
| +4% | +$206K | 0.08% | 194 |
|
|
2023
Q4 | $5.02M | Buy |
153,837
+5,223
| +4% | +$170K | 0.08% | 195 |
|
|
2023
Q3 | $4.26M | Buy |
148,614
+6,138
| +4% | +$176K | 0.08% | 204 |
|
|
2023
Q2 | $5.5M | Buy |
142,476
+95,800
| +205% | +$3.69M | 0.1% | 176 |
|
|
2023
Q1 | $1.74M | Buy |
46,676
+12,070
| +35% | +$449K | 0.03% | 282 |
|
|
2022
Q4 | $1.15M | Buy |
34,606
+27,487
| +386% | +$915K | 0.02% | 328 |
|
|
2022
Q3 | $182K | Buy |
7,119
+6,711
| +1,645% | +$172K | ﹤0.01% | 657 |
|
|
2022
Q2 | $11K | Buy |
408
+324
| +386% | +$8.74K | ﹤0.01% | 1303 |
|
|
2022
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 1520 |
|
|
2021
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 1468 |
|
|
2021
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 1384 |
|
|
2021
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 1408 |
|
|
2021
Q1 | $2K | Sell |
84
-297
| -78% | -$7.07K | ﹤0.01% | 1439 |
|
|
2020
Q4 | $9K | Hold |
381
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q3 | $6K | Hold |
381
| – | – | ﹤0.01% | 1199 |
|
|
2020
Q2 | $6K | Hold |
381
| – | – | ﹤0.01% | 1133 |
|
|
2020
Q1 | $6K | Buy |
381
+297
| +354% | +$4.68K | ﹤0.01% | 1189 |
|
|
2019
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 1362 |
|
|
2019
Q3 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 1375 |
|
|
2019
Q2 | – | Sell |
-32
| Closed | -$1K | – | 1416 |
|
|
2019
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1289 |
|