Bard Financial Services’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
-3,875
Closed -$348K 226
2024
Q2
$348K Hold
3,875
0.04% 174
2024
Q1
$375K Sell
3,875
-300
-7% -$29K 0.04% 178
2023
Q4
$361K Hold
4,175
0.04% 174
2023
Q3
$311K Sell
4,175
-4,660
-53% -$347K 0.04% 176
2023
Q2
$841K Sell
8,835
-600
-6% -$57.1K 0.06% 176
2023
Q1
$890K Sell
9,435
-4,000
-30% -$377K 0.07% 177
2022
Q4
$1.1M Sell
13,435
-3,850
-22% -$314K 0.09% 155
2022
Q3
$1.1M Buy
17,285
+3,400
+24% +$216K 0.1% 146
2022
Q2
$883K Buy
13,885
+2,050
+17% +$130K 0.08% 161
2022
Q1
$1.01M Sell
11,835
-1,450
-11% -$123K 0.08% 157
2021
Q4
$973K Buy
+13,285
New +$973K 0.08% 154