Centric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,284
| Closed | -$890K | – | 163 |
|
|
2021
Q3 | $890K | Buy |
12,284
+250
| +2% | +$18.1K | 0.33% | 74 |
|
|
2021
Q2 | $963K | Buy |
12,034
+647
| +6% | +$51.8K | 0.33% | 76 |
|
|
2021
Q1 | $844K | Buy |
11,387
+285
| +3% | +$21.1K | 0.24% | 106 |
|
|
2020
Q4 | $692K | Buy |
11,102
+5,741
| +107% | +$358K | 0.22% | 106 |
|
|
2020
Q3 | $414K | Sell |
5,361
-2,557
| -32% | -$197K | 0.31% | 71 |
|
|
2020
Q2 | $432K | Buy |
7,918
+2,557
| +48% | +$140K | 0.23% | 88 |
|
|
2020
Q1 | $414K | Buy |
+5,361
| New | +$414K | 0.31% | 71 |
|
|
2019
Q4 | – | Sell |
-5,361
| Closed | -$414K | – | 122 |
|
|
2019
Q3 | $414K | Buy |
5,361
+340
| +7% | +$26.3K | 0.31% | 71 |
|
|
2019
Q2 | $411K | Buy |
5,021
+59
| +1% | +$4.83K | 0.36% | 67 |
|
|
2019
Q1 | $362K | Buy |
4,962
+515
| +12% | +$37.6K | 0.33% | 67 |
|
|
2018
Q4 | $326K | Buy |
+4,447
| New | +$326K | 0.29% | 79 |
|