Atria Wealth Solutions’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
Sell
-2,676
Closed -$224K 1760
2025
Q1
$224K Sell
2,676
-3,789
-59% -$317K ﹤0.01% 1650
2024
Q4
$558K Buy
6,465
+1,661
+35% +$143K 0.01% 1204
2024
Q3
$500K Buy
+4,804
New +$500K 0.01% 1238
2024
Q2
Sell
-2,292
Closed -$223K 2002
2024
Q1
$223K Sell
2,292
-111
-5% -$10.8K ﹤0.01% 1740
2023
Q4
$208K Buy
+2,403
New +$208K ﹤0.01% 1739
2023
Q3
Sell
-2,128
Closed -$204K 1931
2023
Q2
$204K Sell
2,128
-3,856
-64% -$370K ﹤0.01% 1683
2023
Q1
$569K Buy
5,984
+231
+4% +$21.9K 0.01% 1052
2022
Q4
$473K Buy
5,753
+743
+15% +$61.1K 0.01% 1099
2022
Q3
$316K Buy
5,010
+264
+6% +$16.7K 0.01% 1258
2022
Q2
$305K Sell
4,746
-224
-5% -$14.4K 0.01% 1182
2022
Q1
$425K Buy
+4,970
New +$425K 0.01% 1156