Carson Wealth (CWM LLC)’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Sell |
55,743
-1,225
| -2% | -$88.1K | 0.01% | 661 |
|
|
2025
Q1 | $4.72M | Buy |
56,968
+4,045
| +8% | +$335K | 0.02% | 544 |
|
|
2024
Q4 | $4.55M | Buy |
52,923
+83
| +0.2% | +$7.14K | 0.02% | 495 |
|
|
2024
Q3 | $5.46M | Sell |
52,840
-2,370
| -4% | -$245K | 0.02% | 423 |
|
|
2024
Q2 | $4.95M | Buy |
55,210
+1,113
| +2% | +$99.8K | 0.02% | 421 |
|
|
2024
Q1 | $5.23M | Buy |
54,097
+2,184
| +4% | +$211K | 0.03% | 409 |
|
|
2023
Q4 | $4.49M | Buy |
51,913
+326
| +0.6% | +$28.2K | 0.02% | 412 |
|
|
2023
Q3 | $3.84M | Sell |
51,587
-69
| -0.1% | -$5.14K | 0.02% | 411 |
|
|
2023
Q2 | $4.92M | Buy |
51,656
+813
| +2% | +$77.4K | 0.03% | 342 |
|
|
2023
Q1 | $4.8M | Buy |
50,843
+192
| +0.4% | +$18.1K | 0.03% | 325 |
|
|
2022
Q4 | $4.13M | Buy |
50,651
+508
| +1% | +$41.4K | 0.03% | 333 |
|
|
2022
Q3 | $3.16M | Buy |
50,143
+893
| +2% | +$56.3K | 0.03% | 350 |
|
|
2022
Q2 | $3.13M | Sell |
49,250
-526
| -1% | -$33.5K | 0.02% | 350 |
|
|
2022
Q1 | $4.23M | Sell |
49,776
-56,155
| -53% | -$4.77M | 0.03% | 320 |
|
|
2021
Q4 | $7.76M | Buy |
+105,931
| New | +$7.76M | 0.05% | 248 |
|
|
2021
Q2 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2021
Q1 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2020
Q4 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2020
Q3 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2020
Q2 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2020
Q1 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2019
Q4 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2019
Q3 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2019
Q2 | $8.31M | Hold |
103,909
| – | – | 0.07% | 217 |
|
|
2019
Q1 | $8.31M | Buy |
103,909
+103,729
| +57,627% | +$8.3M | 0.07% | 217 |
|
|
2018
Q4 | $13K | Buy |
+180
| New | +$13K | ﹤0.01% | 1249 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$2K | – | 1940 |
|
|
2018
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 1398 |
|
|
2018
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q4 | $2K | Sell |
21
-67
| -76% | -$6.38K | ﹤0.01% | 1285 |
|
|
2017
Q3 | $7K | Buy |
+88
| New | +$7K | ﹤0.01% | 992 |
|
|
2017
Q1 | – | Sell |
-148
| Closed | -$13K | – | 1269 |
|
|
2016
Q4 | $13K | Hold |
148
| – | – | ﹤0.01% | 684 |
|
|
2016
Q3 | $13K | Hold |
148
| – | – | ﹤0.01% | 634 |
|
|
2016
Q2 | $12K | Hold |
148
| – | – | ﹤0.01% | 538 |
|
|
2016
Q1 | $12K | Hold |
148
| – | – | ﹤0.01% | 498 |
|
|
2015
Q4 | $11K | Buy |
+148
| New | +$11K | ﹤0.01% | 455 |
|