AE Wealth Management’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
270,035
+45,032
| +20% | +$3.24M | 0.14% | 164 |
|
|
2025
Q1 | $18.7M | Buy |
225,003
+26,190
| +13% | +$2.17M | 0.16% | 160 |
|
|
2024
Q4 | $17.1M | Buy |
198,813
+16,209
| +9% | +$1.39M | 0.15% | 165 |
|
|
2024
Q3 | $18.9M | Buy |
182,604
+3,212
| +2% | +$332K | 0.17% | 140 |
|
|
2024
Q2 | $16.1M | Buy |
179,392
+13,230
| +8% | +$1.19M | 0.16% | 151 |
|
|
2024
Q1 | $16.1M | Sell |
166,162
-27,852
| -14% | -$2.69M | 0.18% | 153 |
|
|
2023
Q4 | $17.6M | Sell |
194,014
-20,118
| -9% | -$1.83M | 0.09% | 263 |
|
|
2023
Q3 | $15.9M | Sell |
214,132
-3,895
| -2% | -$290K | 0.1% | 235 |
|
|
2023
Q2 | $20.7M | Sell |
218,027
-51,966
| -19% | -$4.94M | 0.12% | 186 |
|
|
2023
Q1 | $25.5M | Buy |
269,993
+26,580
| +11% | +$2.51M | 0.16% | 145 |
|
|
2022
Q4 | $19.9M | Buy |
243,413
+44,561
| +22% | +$3.63M | 0.14% | 167 |
|
|
2022
Q3 | $12.5M | Buy |
198,852
+194,301
| +4,269% | +$12.3M | 0.1% | 218 |
|
|
2022
Q2 | $290K | Sell |
4,551
-540
| -11% | -$34.4K | ﹤0.01% | 1442 |
|
|
2022
Q1 | $432K | Sell |
5,091
-255
| -5% | -$21.6K | ﹤0.01% | 1276 |
|
|
2021
Q4 | $392K | Buy |
5,346
+512
| +11% | +$37.5K | ﹤0.01% | 1353 |
|
|
2021
Q3 | $350K | Sell |
4,834
-550
| -10% | -$39.8K | ﹤0.01% | 1299 |
|
|
2021
Q2 | $431K | Buy |
+5,384
| New | +$431K | ﹤0.01% | 1194 |
|
|
2020
Q3 | – | Sell |
-4,376
| Closed | -$239K | – | 1329 |
|
|
2020
Q2 | $239K | Sell |
4,376
-13,641
| -76% | -$745K | ﹤0.01% | 1102 |
|
|
2020
Q1 | $989K | Buy |
18,017
+3,314
| +23% | +$182K | 0.02% | 487 |
|
|
2019
Q4 | $1.19M | Buy |
14,703
+905
| +7% | +$73.3K | 0.03% | 492 |
|
|
2019
Q3 | $1.08M | Sell |
13,798
-413
| -3% | -$32.3K | 0.03% | 428 |
|
|
2019
Q2 | $1.17M | Buy |
14,211
+8,459
| +147% | +$693K | 0.04% | 363 |
|
|
2019
Q1 | $420K | Buy |
+5,752
| New | +$420K | 0.03% | 379 |
|
|
2017
Q4 | – | Sell |
-8,881
| Closed | -$658K | – | 450 |
|
|
2017
Q3 | $658K | Buy |
8,881
+148
| +2% | +$11K | 0.06% | 208 |
|
|
2017
Q2 | $724K | Buy |
+8,733
| New | +$724K | 0.09% | 192 |
|