Beverly Hills Private Wealth’s Omnicom Group OMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,950	Closed	-$241K	–	350
2025 Q3	$241K	Sell	2,950 -208	-7%	-$15.7K	0.04%	298
2025 Q2	$227K	Sell	3,158 -188	-6%	-$13.9K	0.04%	310
2025 Q1	$277K	Buy	3,346 +728	+28%	+$60.8K	0.05%	282
2024 Q4	$225K	Buy	2,618 +484	+23%	+$48K	0.05%	305
2024 Q3	$221K	Sell	2,134 -493	-19%	-$47.4K	0.04%	312
2024 Q2	$236K	Sell	2,627 -69	-3%	-$6.41K	0.05%	307
2024 Q1	$261K	Sell	2,696 -130	-5%	-$11.7K	0.06%	299
2023 Q4	$245K	Sell	2,826 -81	-3%	-$6.39K	0.06%	288
2023 Q3	$217K	Sell	2,907 -3,033	-51%	-$250K	0.06%	268
2023 Q2	$485K	Buy	5,940 +2,965	+100%	+$275K	0.08%	234
2023 Q1	$281K	Buy	2,975 +263	+10%	+$23.3K	0.09%	226
2022 Q4	$221K	Buy	+2,712	New	+$201K	0.1%	208