BerganKDV 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
Q2 | $762 | Hold |
8
| – | – | ﹤0.01% | 778 |
|
|
2023
Q1 | $755 | Hold |
8
| – | – | ﹤0.01% | 936 |
|
|
2022
Q4 | $653 | Buy |
+8
| New | +$653 | ﹤0.01% | 927 |
|
|
2022
Q1 | – | Sell |
-1,122
| Closed | -$82K | – | 1067 |
|
|
2021
Q4 | $82K | Buy |
+1,122
| New | +$82K | 0.01% | 359 |
|
|
2020
Q3 | – | Sell |
-109
| Closed | -$6K | – | 984 |
|
|
2020
Q2 | $6K | Buy |
109
+86
| +374% | +$4.73K | ﹤0.01% | 611 |
|
|
2020
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 859 |
|
|
2019
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 786 |
|