Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $11.3K | Hold |
130
| – | – | ﹤0.01% | 694 |
|
|
2023
Q3 | $9.71K | Buy |
130
+94
| +261% | +$7.02K | ﹤0.01% | 587 |
|
|
2023
Q2 | $3.44K | Buy |
36
+1
| +3% | +$95 | ﹤0.01% | 766 |
|
|
2023
Q1 | $3.38K | Hold |
35
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 749 |
|
|
2022
Q3 | $2K | Buy |
35
+1
| +3% | +$57 | ﹤0.01% | 760 |
|
|
2022
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 774 |
|
|
2022
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 716 |
|
|
2021
Q4 | $3K | Buy |
34
+1
| +3% | +$88 | ﹤0.01% | 719 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 692 |
|
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 621 |
|
|
2021
Q1 | $2K | Buy |
33
+1
| +3% | +$61 | ﹤0.01% | 604 |
|
|
2020
Q4 | $2K | Sell |
32
-1
| -3% | -$63 | ﹤0.01% | 577 |
|
|
2020
Q3 | $2K | Sell |
33
-39
| -54% | -$2.36K | ﹤0.01% | 545 |
|
|
2020
Q2 | $4K | Buy |
72
+40
| +125% | +$2.22K | ﹤0.01% | 487 |
|
|
2020
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 507 |
|
|
2019
Q4 | $3K | Buy |
32
+1
| +3% | +$94 | ﹤0.01% | 491 |
|
|
2019
Q3 | $2K | Sell |
31
-38
| -55% | -$2.45K | ﹤0.01% | 486 |
|
|
2019
Q2 | $6K | Buy |
69
+38
| +123% | +$3.3K | ﹤0.01% | 415 |
|
|
2019
Q1 | $2K | Buy |
31
+1
| +3% | +$65 | ﹤0.01% | 514 |
|
|
2018
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 531 |
|
|
2018
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 553 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 515 |
|
|
2017
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 513 |
|
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 497 |
|
|
2017
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 507 |
|
|
2017
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 433 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$63K | – | 168 |
|
|
2013
Q2 | $63K | Buy |
+1,000
| New | +$63K | 0.03% | 85 |
|