Carroll Financial Associates’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $11K | Sell |
151
-8
| -5% | -$583 | ﹤0.01% | 1135 |
|
2021
Q3 | $11K | Buy |
159
+23
| +17% | +$1.59K | ﹤0.01% | 1180 |
|
2021
Q2 | $10K | Buy |
136
+11
| +9% | +$809 | ﹤0.01% | 1294 |
|
2021
Q1 | $9K | Buy |
125
+78
| +166% | +$5.62K | ﹤0.01% | 1244 |
|
2020
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 1404 |
|
2020
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 1351 |
|
2020
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 1367 |
|
2020
Q1 | $2K | Sell |
47
-73
| -61% | -$3.11K | ﹤0.01% | 1310 |
|
2019
Q4 | $9K | Buy |
120
+73
| +155% | +$5.48K | ﹤0.01% | 1101 |
|
2019
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 1291 |
|
2019
Q2 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 1324 |
|
2017
Q1 | – | Sell |
-215
| Closed | -$18K | – | 1213 |
|
2016
Q4 | $18K | Sell |
215
-60
| -22% | -$5.02K | ﹤0.01% | 663 |
|
2016
Q3 | $23K | Hold |
275
| – | – | ﹤0.01% | 622 |
|
2016
Q2 | $22K | Hold |
275
| – | – | ﹤0.01% | 599 |
|
2016
Q1 | $22K | Hold |
275
| – | – | ﹤0.01% | 589 |
|
2015
Q4 | $20K | Buy |
275
+188
| +216% | +$13.7K | ﹤0.01% | 585 |
|
2015
Q3 | $6K | Buy |
87
+27
| +45% | +$1.86K | ﹤0.01% | 815 |
|
2015
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 898 |
|
2015
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 638 |
|
2014
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 607 |
|
2014
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 692 |
|
2014
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 751 |
|
2014
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 686 |
|
2013
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 646 |
|