CarsonAllaria Wealth 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
$131K Sell
1,821
-51
-3% -$3.67K 0.07% 91
2025
Q1
$155K Buy
1,872
+71
+4% +$5.89K 0.09% 81
2024
Q4
$155K Sell
1,801
-339
-16% -$29.2K 0.09% 77
2024
Q3
$221K Sell
2,140
-242
-10% -$25K 0.13% 63
2024
Q2
$214K Sell
2,382
-357
-13% -$32K 0.13% 62
2024
Q1
$265K Sell
2,739
-532
-16% -$51.5K 0.17% 52
2023
Q4
$283K Sell
3,271
-112
-3% -$9.69K 0.2% 50
2023
Q3
$252K Buy
3,383
+31
+0.9% +$2.31K 0.2% 54
2023
Q2
$319K Sell
3,352
-67
-2% -$6.38K 0.25% 48
2023
Q1
$323K Sell
3,419
-106
-3% -$10K 0.27% 44
2022
Q4
$288K Buy
3,525
+18
+0.5% +$1.47K 0.25% 50
2022
Q3
$221K Buy
3,507
+31
+0.9% +$1.95K 0.21% 61
2022
Q2
$221K Buy
3,476
+18
+0.5% +$1.14K 0.21% 61
2022
Q1
$294K Buy
3,458
+485
+16% +$41.2K 0.26% 49
2021
Q4
$218K Buy
+2,973
New +$218K 0.19% 61