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