Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $680K | Hold |
28,900
| – | – | 0.13% | 170 |
|
|
2020
Q3 | $482K | Hold |
28,900
| – | – | 0.12% | 168 |
|
|
2020
Q2 | $495K | Buy |
28,900
+3,600
| +14% | +$59.3K | 0.13% | 157 |
|
|
2020
Q1 | $410K | Hold |
25,300
| – | – | 0.14% | 153 |
|
|
2019
Q4 | $586K | Hold |
25,300
| – | – | 0.15% | 141 |
|
|
2019
Q3 | $548K | Hold |
25,300
| – | – | 0.15% | 142 |
|
|
2019
Q2 | $574K | Buy |
25,300
+2,200
| +10% | +$48.9K | 0.16% | 139 |
|
|
2019
Q1 | $486K | Hold |
23,100
| – | – | 0.14% | 167 |
|
|
2018
Q4 | $478K | Hold |
23,100
| – | – | 0.16% | 141 |
|
|
2018
Q3 | $530K | Hold |
23,100
| – | – | 0.16% | 144 |
|
|
2018
Q2 | $542K | Hold |
23,100
| – | – | 0.17% | 133 |
|
|
2018
Q1 | $532K | Hold |
23,100
| – | – | 0.17% | 127 |
|
|
2017
Q4 | $466K | Hold |
23,100
| – | – | 0.15% | 146 |
|
|
2017
Q3 | $480K | Hold |
23,100
| – | – | 0.16% | 139 |
|
|
2017
Q2 | $568K | Hold |
23,100
| – | – | 0.16% | 153 |
|
|
2017
Q1 | $568K | Buy |
23,100
+200
| +0.9% | +$4.8K | 0.18% | 128 |
|
|
2016
Q4 | $536K | Hold |
22,900
| – | – | 0.16% | 142 |
|
|
2016
Q3 | $512K | Hold |
22,900
| – | – | 0.15% | 145 |
|
|
2016
Q2 | $529K | Sell |
22,900
-200
| -0.9% | -$4.7K | 0.16% | 141 |
|
|
2016
Q1 | $530K | Sell |
23,100
-400
| -2% | -$8.65K | 0.16% | 139 |
|
|
2015
Q4 | $547K | Buy |
23,500
+5,000
| +27% | +$112K | 0.16% | 139 |
|
|
2015
Q3 | $354K | Hold |
18,500
| – | – | 0.11% | 192 |
|
|
2015
Q2 | $356K | Hold |
18,500
| – | – | 0.1% | 208 |
|
|
2015
Q1 | $409K | Hold |
18,500
| – | – | 0.12% | 187 |
|
|
2014
Q4 | $384K | Hold |
18,500
| – | – | 0.11% | 191 |
|
|
2014
Q3 | $339K | Hold |
18,500
| – | – | 0.1% | 229 |
|
|
2014
Q2 | $361K | Hold |
18,500
| – | – | 0.12% | 188 |
|
|
2014
Q1 | $317K | Hold |
18,500
| – | – | 0.11% | 208 |
|
|
2013
Q4 | $327K | Buy |
+18,500
| New | +$312K | 0.11% | 201 |
|
Other funds holding IPG
BCIM
AI