BSW Wealth Partners’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 | – | Sell |
-2,656
| Closed | -$220K | – | 329 |
|
|
2025
Q1 | $220K | Buy |
+2,656
| New | +$220K | 0.03% | 279 |
|
|
2024
Q4 | – | Sell |
-2,452
| Closed | -$253K | – | 320 |
|
|
2024
Q3 | $253K | Buy |
+2,452
| New | +$253K | 0.04% | 250 |
|
|
2023
Q3 | – | Sell |
-2,397
| Closed | -$228K | – | 274 |
|
|
2023
Q2 | $228K | Sell |
2,397
-128
| -5% | -$12.2K | 0.05% | 235 |
|
|
2023
Q1 | $238K | Sell |
2,525
-95
| -4% | -$8.96K | 0.05% | 263 |
|
|
2022
Q4 | $214K | Buy |
+2,620
| New | +$214K | 0.05% | 269 |
|
|
2022
Q2 | – | Sell |
-2,541
| Closed | -$216K | – | 302 |
|
|
2022
Q1 | $216K | Sell |
2,541
-387
| -13% | -$32.9K | 0.05% | 266 |
|
|
2021
Q4 | $215K | Sell |
2,928
-818
| -22% | -$60.1K | 0.05% | 237 |
|
|
2021
Q3 | $271K | Buy |
+3,746
| New | +$271K | 0.08% | 203 |
|