Avantax Planning Partners’s Omnicom Group OMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$213K Hold
2024
Q4
$221K Hold
2024
Q3
$266K Sell
2024
Q2
$234K Hold
2024
Q1
$252K Sell
2023
Q4
$288K Sell
2023
Q3
$248K Sell
2023
Q2
$355K Buy
2023
Q1
$340K Buy
2022
Q4
$272K Buy
2018
Q4
Sell
2018
Q3
$27K Buy
2018
Q2
Sell
2018
Q1
$37K Buy