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 |
|