Appleton Partners’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,840
| Closed | -$210K | – | 263 |
|
|
2020
Q2 | $210K | Sell |
3,840
-300
| -7% | -$16.4K | 0.03% | 243 |
|
|
2020
Q1 | $227K | Buy |
+4,140
| New | +$227K | 0.03% | 241 |
|
|
2015
Q2 | – | Sell |
-2,847
| Closed | -$222K | – | 189 |
|
|
2015
Q1 | $222K | Buy |
+2,847
| New | +$222K | 0.05% | 171 |
|