Caldwell Trust’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
764
+128
|
|
||||
|
2025
Q1 | $52.7K | Hold |
636
|
|
||||
|
2024
Q4 | $54.7K | Buy |
636
+195
|
|
||||
|
2024
Q3 | $45.6K | Buy |
441
+138
|
|
||||
|
2024
Q2 | $27.2K | Buy |
303
+133
|
|
||||
|
2024
Q1 | $16.4K | Buy |
+170
|
|
||||
|
2023
Q4 | – | Sell |
-411
|
|
||||
|
2023
Q3 | $30.6K | Sell |
411
-27
|
|
||||
|
2023
Q2 | $41.7K | Sell |
438
-214
|
|
||||
|
2023
Q1 | $61.5K | Hold |
652
|
|
||||
|
2022
Q4 | $53.2K | Buy |
652
+214
|
|
||||
|
2022
Q3 | $27.6K | Hold |
438
|
|
||||
|
2022
Q2 | $27.9K | Hold |
438
|
|
||||
|
2022
Q1 | $37.2K | Hold |
438
|
|
||||
|
2021
Q4 | $32.1K | Hold |
438
|
|
||||
|
2021
Q3 | $31.7K | Hold |
438
|
|
||||
|
2021
Q2 | $35K | Buy |
438
+27
|
|
||||
|
2021
Q1 | $30.5K | Hold |
411
|
|
||||
|
2020
Q4 | $25.6K | Sell |
411
-2,350
|
|
||||
|
2020
Q3 | $137K | Sell |
2,761
-594
|
|
||||
|
2020
Q2 | $183K | Buy |
3,355
+2,297
|
|
||||
|
2020
Q1 | $58.1K | Hold |
1,058
|
|
||||
|
2019
Q4 | $85.7K | Buy |
+1,058
|
|