Carret Asset Management’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
$1.88M Hold
26,195
0.2% 99
2025
Q1
$2.17M Hold
26,195
0.25% 88
2024
Q4
$2.25M Sell
26,195
-8
-0% -$688 0.25% 85
2024
Q3
$2.71M Sell
26,203
-512
-2% -$52.9K 0.29% 84
2024
Q2
$2.4M Buy
26,715
+8,120
+44% +$728K 0.28% 86
2024
Q1
$1.8M Hold
18,595
0.21% 106
2023
Q4
$1.61M Sell
18,595
-145
-0.8% -$12.5K 0.2% 115
2023
Q3
$1.4M Buy
+18,740
New +$1.4M 0.19% 112