Avantax Planning Partners’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 |
-2,573
| Closed | -$213K | – | 459 |
|
|
2025
Q1 | $213K | Hold |
2,573
| – | – | 0.01% | 401 |
|
|
2024
Q4 | $221K | Hold |
2,573
| – | – | 0.01% | 395 |
|
|
2024
Q3 | $266K | Sell |
2,573
-32
| -1% | -$3.31K | 0.01% | 357 |
|
|
2024
Q2 | $234K | Hold |
2,605
| – | – | 0.01% | 407 |
|
|
2024
Q1 | $252K | Sell |
2,605
-719
| -22% | -$69.6K | 0.01% | 394 |
|
|
2023
Q4 | $288K | Sell |
3,324
-2
| -0.1% | -$173 | 0.01% | 302 |
|
|
2023
Q3 | $248K | Sell |
3,326
-402
| -11% | -$29.9K | 0.01% | 310 |
|
|
2023
Q2 | $355K | Buy |
3,728
+129
| +4% | +$12.3K | 0.01% | 268 |
|
|
2023
Q1 | $340K | Buy |
3,599
+269
| +8% | +$25.4K | 0.01% | 270 |
|
|
2022
Q4 | $272K | Buy |
+3,330
| New | +$272K | 0.01% | 311 |
|
|
2018
Q4 | – | Sell |
-395
| Closed | -$27K | – | 913 |
|
|
2018
Q3 | $27K | Buy |
+395
| New | +$27K | ﹤0.01% | 631 |
|
|
2018
Q2 | – | Sell |
-506
| Closed | -$37K | – | 1075 |
|
|
2018
Q1 | $37K | Buy |
+506
| New | +$37K | ﹤0.01% | 591 |
|