Baker Tilly Wealth Management’s Omnicom Group OMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	2,709 -37	-1%	-$2.87K	0.05%	274
2025 Q4	$222K	Buy	+2,746	New	+$210K	0.05%	261
2024 Q1	–	Sell	-9,924	Closed	-$859K	–	452
2023 Q4	$859K	Sell	9,924 -195	-2%	-$15.4K	0.14%	157
2023 Q3	$754K	Sell	10,119 -66	-0.6%	-$5.44K	0.12%	166
2023 Q2	$969K	Sell	10,185 -4,098	-29%	-$380K	0.1%	202
2023 Q1	$1.35M	Buy	14,283 +343	+2%	+$30.4K	0.15%	147
2022 Q4	$1.14M	Sell	13,940 -709	-5%	-$52.6K	0.14%	168
2022 Q3	$924K	Buy	14,649 +1,323	+10%	+$89.7K	0.13%	176
2022 Q2	$848K	Sell	13,326 -8	-0.1%	-$592	0.11%	204
2022 Q1	$1.13M	Buy	13,334 +765	+6%	+$61.5K	0.13%	170
2021 Q4	$921K	Buy	12,569 +2,791	+29%	+$199K	0.1%	219
2021 Q3	$709K	Buy	9,778 +1,412	+17%	+$105K	0.09%	240
2021 Q2	$669K	Buy	8,366 +928	+12%	+$75.4K	0.11%	209
2021 Q1	$552K	Buy	7,438 +390	+6%	+$26.9K	0.11%	219
2020 Q4	$440K	Buy	+7,048	New	+$403K	0.14%	164