Baldwin Wealth Partners’s Omnicom Group OMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-22	Closed	-$1.97K	–	1150
2024 Q2	$1.97K	Sell	22 -78	-78%	-$7K	﹤0.01%	659
2024 Q1	$9.68K	Hold	100	–	–	﹤0.01%	558
2023 Q4	$8.65K	Sell	100 -50	-33%	-$4.33K	﹤0.01%	588
2023 Q3	$11.2K	Hold	150	–	–	﹤0.01%	567
2023 Q2	$14.3K	Sell	150 -50	-25%	-$4.76K	﹤0.01%	568
2023 Q1	$18.9K	Hold	200	–	–	﹤0.01%	550
2022 Q4	$16.3K	Hold	200	–	–	﹤0.01%	562
2022 Q3	$13K	Hold	200	–	–	﹤0.01%	491
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	511
2022 Q1	$17K	Hold	200	–	–	﹤0.01%	492
2021 Q4	$15K	Hold	200	–	–	﹤0.01%	473
2021 Q3	$14K	Hold	200	–	–	﹤0.01%	486
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	489
2021 Q1	$15K	Hold	200	–	–	﹤0.01%	485
2020 Q4	$12K	Hold	200	–	–	﹤0.01%	439
2020 Q3	$10K	Hold	200	–	–	﹤0.01%	433
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	425
2020 Q1	$11K	Hold	200	–	–	﹤0.01%	422
2019 Q4	$16K	Hold	200	–	–	﹤0.01%	423
2019 Q3	$16K	Hold	200	–	–	﹤0.01%	423
2019 Q2	$16K	Sell	200 -70	-26%	-$5.6K	﹤0.01%	415
2019 Q1	$20K	Hold	270	–	–	﹤0.01%	399
2018 Q4	$20K	Hold	270	–	–	﹤0.01%	382
2018 Q3	$18K	Sell	270 -30	-10%	-$2K	﹤0.01%	412
2018 Q2	$23K	Hold	300	–	–	﹤0.01%	390
2018 Q1	$22K	Sell	300 -60	-17%	-$4.4K	﹤0.01%	371
2017 Q4	$26K	Hold	360	–	–	﹤0.01%	349
2017 Q3	$27K	Sell	360 -1,910	-84%	-$143K	﹤0.01%	335
2017 Q2	$188K	Hold	2,270	–	–	0.03%	191
2017 Q1	$196K	Hold	2,270	–	–	0.03%	190
2016 Q4	$193K	Hold	2,270	–	–	0.03%	182
2016 Q3	$193K	Hold	2,270	–	–	0.04%	183
2016 Q2	$185K	Buy	2,270 +545	+32%	+$44.4K	0.04%	170
2016 Q1	$144K	Buy	+1,725	New	+$144K	0.03%	209