Ownership history in PERSONAL CFO SOLUTIONS, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, LLC reported a position in INTERPUBLIC GROUP COS INC (IPG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 23,743 | -290 | -1.2% | 0.12% | $663K | — |
| 2025 Q2 | REDUCED | 24,033 | -1,747 | -6.8% | 0.11% | $588K | — |
| 2025 Q1 | REDUCED | 25,780 | -1,092 | -4.1% | 0.14% | $700K | — |
| 2024 Q4 | ADDED | 26,872 | +14,418 | +115.8% | 0.15% | $753K | — |
| 2022 Q1 | ADDED | 12,454 | +1,422 | +12.9% | 0.09% | $441K | — |
| 2021 Q4 | ADDED | 11,032 | +5,574 | +102.1% | 0.08% | $413K | — |
| 2021 Q3 | REDUCED | 5,458 | -5,273 | -49.1% | 0.04% | $200K | — |
| 2019 Q4 | REDUCED | 10,731 | -4,395 | -29.1% | 0.07% | $245K | — |
| 2019 Q3 | INITIATED | 15,126 | — | — | 0.17% | $420K | — |
As of 2025 Q4 — sorted by position size