Center for Financial Planning’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 | $706K | Buy |
9,818
+650
| +7% | +$46.8K | 0.08% | 83 |
|
|
2025
Q1 | $760K | Buy |
9,168
+197
| +2% | +$16.3K | 0.1% | 70 |
|
|
2024
Q4 | $772K | Sell |
8,971
-249
| -3% | -$21.4K | 0.1% | 68 |
|
|
2024
Q3 | $953K | Sell |
9,220
-295
| -3% | -$30.5K | 0.13% | 57 |
|
|
2024
Q2 | $853K | Sell |
9,515
-196
| -2% | -$17.6K | 0.12% | 59 |
|
|
2024
Q1 | $940K | Hold |
9,711
| – | – | 0.14% | 57 |
|
|
2023
Q4 | $840K | Hold |
9,711
| – | – | 0.15% | 61 |
|
|
2023
Q3 | $723K | Hold |
9,711
| – | – | 0.16% | 62 |
|
|
2023
Q2 | $924K | Sell |
9,711
-186
| -2% | -$17.7K | 0.19% | 52 |
|
|
2023
Q1 | $934K | Hold |
9,897
| – | – | 0.22% | 50 |
|
|
2022
Q4 | $807K | Hold |
9,897
| – | – | 0.2% | 57 |
|
|
2022
Q3 | $624K | Sell |
9,897
-204
| -2% | -$12.9K | 0.17% | 64 |
|
|
2022
Q2 | $643K | Sell |
10,101
-1
| -0% | -$64 | 0.16% | 66 |
|
|
2022
Q1 | $857K | Hold |
10,102
| – | – | 0.18% | 66 |
|
|
2021
Q4 | $740K | Buy |
10,102
+2,500
| +33% | +$183K | 0.15% | 66 |
|
|
2021
Q3 | $551K | Sell |
7,602
-2,500
| -25% | -$181K | 0.13% | 72 |
|
|
2021
Q2 | $808K | Hold |
10,102
| – | – | 0.2% | 59 |
|
|
2021
Q1 | $749K | Hold |
10,102
| – | – | 0.2% | 63 |
|
|
2020
Q4 | $630K | Hold |
10,102
| – | – | 0.18% | 63 |
|
|
2020
Q3 | $500K | Hold |
10,102
| – | – | 0.16% | 67 |
|
|
2020
Q2 | $552K | Sell |
10,102
-8,442
| -46% | -$461K | 0.19% | 60 |
|
|
2020
Q1 | $1.02M | Hold |
18,544
| – | – | 0.34% | 30 |
|
|
2019
Q4 | $1.5M | Buy |
+18,544
| New | +$1.5M | 0.38% | 24 |
|