Allworth Financial’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 | $203K | Buy |
2,819
+428
| +18% | +$30.8K | ﹤0.01% | 1164 |
|
2025
Q1 | $183K | Sell |
2,391
-40
| -2% | -$3.06K | ﹤0.01% | 976 |
|
2024
Q4 | $209K | Buy |
2,431
+1,118
| +85% | +$96.3K | ﹤0.01% | 926 |
|
2024
Q3 | $136K | Sell |
1,313
-61
| -4% | -$6.31K | ﹤0.01% | 946 |
|
2024
Q2 | $125K | Buy |
1,374
+44
| +3% | +$4.01K | ﹤0.01% | 987 |
|
2024
Q1 | $129K | Buy |
1,330
+17
| +1% | +$1.65K | ﹤0.01% | 938 |
|
2023
Q4 | $114K | Buy |
1,313
+188
| +17% | +$16.3K | ﹤0.01% | 904 |
|
2023
Q3 | $83.8K | Buy |
1,125
+518
| +85% | +$38.6K | ﹤0.01% | 944 |
|
2023
Q2 | $57.8K | Buy |
607
+2
| +0.3% | +$190 | ﹤0.01% | 1077 |
|
2023
Q1 | $57.1K | Buy |
605
+30
| +5% | +$2.83K | ﹤0.01% | 1034 |
|
2022
Q4 | $46.9K | Buy |
575
+91
| +19% | +$7.42K | ﹤0.01% | 1036 |
|
2022
Q3 | $31K | Buy |
484
+129
| +36% | +$8.26K | ﹤0.01% | 1126 |
|
2022
Q2 | $23K | Sell |
355
-580
| -62% | -$37.6K | ﹤0.01% | 1186 |
|
2022
Q1 | $79K | Sell |
935
-11
| -1% | -$929 | ﹤0.01% | 779 |
|
2021
Q4 | $69K | Buy |
946
+593
| +168% | +$43.3K | ﹤0.01% | 770 |
|
2021
Q3 | $26K | Buy |
353
+332
| +1,581% | +$24.5K | ﹤0.01% | 952 |
|
2021
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1389 |
|
2021
Q1 | – | Sell |
-34
| Closed | -$2K | – | 1583 |
|
2020
Q4 | $2K | Buy |
34
+1
| +3% | +$59 | ﹤0.01% | 1183 |
|
2020
Q3 | $2K | Sell |
33
-100
| -75% | -$6.06K | ﹤0.01% | 1008 |
|
2020
Q2 | $7K | Hold |
133
| – | – | ﹤0.01% | 801 |
|
2020
Q1 | $7K | Buy |
133
+1
| +0.8% | +$53 | ﹤0.01% | 797 |
|
2019
Q4 | $11K | Hold |
132
| – | – | ﹤0.01% | 633 |
|
2019
Q3 | $10K | Buy |
132
+100
| +313% | +$7.58K | ﹤0.01% | 587 |
|
2019
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 767 |
|
2019
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 846 |
|