Beverly Hills Private Wealth’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 | $227K | Sell |
3,158
-188
| -6% | -$13.5K | 0.04% | 308 |
|
|
2025
Q1 | $277K | Buy |
3,346
+728
| +28% | +$60.4K | 0.05% | 282 |
|
|
2024
Q4 | $225K | Buy |
2,618
+484
| +23% | +$41.6K | 0.05% | 305 |
|
|
2024
Q3 | $221K | Sell |
2,134
-493
| -19% | -$51K | 0.04% | 312 |
|
|
2024
Q2 | $236K | Sell |
2,627
-69
| -3% | -$6.19K | 0.05% | 307 |
|
|
2024
Q1 | $261K | Sell |
2,696
-130
| -5% | -$12.6K | 0.06% | 299 |
|
|
2023
Q4 | $245K | Sell |
2,826
-81
| -3% | -$7.01K | 0.06% | 288 |
|
|
2023
Q3 | $217K | Sell |
2,907
-3,033
| -51% | -$226K | 0.06% | 268 |
|
|
2023
Q2 | $485K | Buy |
5,940
+2,965
| +100% | +$242K | 0.08% | 234 |
|
|
2023
Q1 | $281K | Buy |
2,975
+263
| +10% | +$24.8K | 0.09% | 226 |
|
|
2022
Q4 | $221K | Buy |
+2,712
| New | +$221K | 0.1% | 208 |
|