Beaird Harris 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
2025
Q2
$198K Hold
2,747
0.02% 128
2025
Q1
$228K Hold
2,747
0.02% 119
2024
Q4
$236K Sell
2,747
-98
-3% -$8.43K 0.02% 123
2024
Q3
$294K Hold
2,845
0.03% 115
2024
Q2
$255K Sell
2,845
-9
-0.3% -$807 0.02% 113
2024
Q1
$276K Hold
2,854
0.03% 100
2023
Q4
$247K Buy
2,854
+9
+0.3% +$779 0.03% 102
2023
Q3
$212K Sell
2,845
-82
-3% -$6.11K 0.03% 93
2023
Q2
$279K Hold
2,927
0.03% 80
2023
Q1
$276K Sell
2,927
-52
-2% -$4.91K 0.05% 77
2022
Q4
$243K Sell
2,979
-19
-0.6% -$1.55K 0.05% 79
2022
Q3
$189K Hold
2,998
0.04% 83
2022
Q2
$191K Hold
2,998
0.05% 68
2022
Q1
$254K Hold
2,998
0.09% 76
2021
Q4
$220K Buy
+2,998
New +$220K 0.08% 110