Baker Tilly Wealth Management’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-9,924
| Closed | -$859K | – | 452 |
|
2023
Q4 | $859K | Sell |
9,924
-195
| -2% | -$16.9K | 0.14% | 157 |
|
2023
Q3 | $754K | Sell |
10,119
-66
| -0.6% | -$4.92K | 0.12% | 166 |
|
2023
Q2 | $969K | Sell |
10,185
-4,098
| -29% | -$390K | 0.1% | 202 |
|
2023
Q1 | $1.35M | Buy |
14,283
+343
| +2% | +$32.4K | 0.15% | 147 |
|
2022
Q4 | $1.14M | Sell |
13,940
-709
| -5% | -$57.8K | 0.14% | 168 |
|
2022
Q3 | $924K | Buy |
14,649
+1,323
| +10% | +$83.5K | 0.13% | 176 |
|
2022
Q2 | $848K | Sell |
13,326
-8
| -0.1% | -$509 | 0.11% | 204 |
|
2022
Q1 | $1.13M | Buy |
13,334
+765
| +6% | +$64.9K | 0.13% | 170 |
|
2021
Q4 | $921K | Buy |
12,569
+2,791
| +29% | +$205K | 0.1% | 219 |
|
2021
Q3 | $709K | Buy |
9,778
+1,412
| +17% | +$102K | 0.09% | 240 |
|
2021
Q2 | $669K | Buy |
8,366
+928
| +12% | +$74.2K | 0.11% | 209 |
|
2021
Q1 | $552K | Buy |
7,438
+390
| +6% | +$28.9K | 0.11% | 219 |
|
2020
Q4 | $440K | Buy |
+7,048
| New | +$440K | 0.14% | 164 |
|