Beacon Financial Group’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,436
| Closed | -$812K | – | 339 |
|
|
2024
Q4 | $812K | Buy |
9,436
+28
| +0.3% | +$2.41K | 0.09% | 177 |
|
|
2024
Q3 | $973K | Buy |
9,408
+36
| +0.4% | +$3.72K | 0.11% | 157 |
|
|
2024
Q2 | $841K | Sell |
9,372
-158
| -2% | -$14.2K | 0.1% | 171 |
|
|
2024
Q1 | $922K | Sell |
9,530
-168
| -2% | -$16.3K | 0.11% | 162 |
|
|
2023
Q4 | $839K | Buy |
9,698
+645
| +7% | +$55.8K | 0.1% | 161 |
|
|
2023
Q3 | $733K | Sell |
9,053
-136
| -1% | -$11K | 0.1% | 152 |
|
|
2023
Q2 | $865K | Sell |
9,189
-43
| -0.5% | -$4.05K | 0.12% | 141 |
|
|
2023
Q1 | $861K | Sell |
9,232
-8,557
| -48% | -$798K | 0.12% | 144 |
|
|
2022
Q4 | $1.45M | Buy |
17,789
+124
| +0.7% | +$10.1K | 0.2% | 116 |
|
|
2022
Q3 | $1.12M | Sell |
17,665
-1
| -0% | -$63 | 0.17% | 122 |
|
|
2022
Q2 | $1.15M | Sell |
17,666
-23
| -0.1% | -$1.49K | 0.17% | 124 |
|
|
2022
Q1 | $1.53M | Buy |
17,689
+199
| +1% | +$17.2K | 0.2% | 116 |
|
|
2021
Q4 | $1.29M | Buy |
17,490
+100
| +0.6% | +$7.39K | 0.17% | 120 |
|
|
2021
Q3 | $1.28M | Buy |
17,390
+189
| +1% | +$13.9K | 0.17% | 113 |
|
|
2021
Q2 | $1.26M | Buy |
17,201
+1,000
| +6% | +$73.1K | 0.18% | 115 |
|
|
2021
Q1 | $1.02M | Hold |
16,201
| – | – | 0.16% | 125 |
|
|
2020
Q4 | $1.02M | Sell |
16,201
-620
| -4% | -$39K | 0.16% | 127 |
|
|
2020
Q3 | $833K | Sell |
16,821
-455
| -3% | -$22.5K | 0.15% | 128 |
|
|
2020
Q2 | $938K | Buy |
17,276
+99
| +0.6% | +$5.38K | 0.18% | 115 |
|
|
2020
Q1 | $943K | Buy |
17,177
+5,240
| +44% | +$288K | 0.21% | 107 |
|
|
2019
Q4 | $967K | Sell |
11,937
-39
| -0.3% | -$3.16K | 0.12% | 119 |
|
|
2019
Q3 | $931K | Sell |
11,976
-197
| -2% | -$15.3K | 0.16% | 113 |
|
|
2019
Q2 | $888K | Hold |
12,173
| – | – | 0.15% | 116 |
|
|
2019
Q1 | $888 | Buy |
12,173
+2,822
| +30% | +$206 | 0.15% | 113 |
|
|
2018
Q4 | $676K | Sell |
9,351
-154
| -2% | -$11.1K | 0.13% | 118 |
|
|
2018
Q3 | $647K | Sell |
9,505
-700
| -7% | -$47.6K | 0.11% | 124 |
|
|
2018
Q2 | $742K | Hold |
10,205
| – | – | 0.13% | 120 |
|
|
2018
Q1 | $742K | Buy |
+10,205
| New | +$742K | 0.13% | 122 |
|