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 |
|