Concord Wealth Partners’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-297
| Closed | -$24K | – | 609 |
|
|
2025
Q4 | $24K | Hold |
297
| – | – | ﹤0.01% | 423 |
|
|
2025
Q3 | $24.2K | Buy |
297
+40
| +16% | +$3.02K | ﹤0.01% | 435 |
|
|
2025
Q2 | $18.5K | Buy |
257
+91
| +55% | +$6.72K | ﹤0.01% | 474 |
|
|
2025
Q1 | $13.8K | Sell |
166
-41
| -20% | -$3.42K | ﹤0.01% | 477 |
|
|
2024
Q4 | $17.8K | Hold |
207
| – | – | ﹤0.01% | 475 |
|
|
2024
Q3 | $21.4K | Buy |
+207
| New | +$19.9K | ﹤0.01% | 460 |
|
|
2024
Q2 | – | Sell |
-421
| Closed | -$39.1K | – | 836 |
|
|
2024
Q1 | $40.7K | Sell |
421
-3,137
| -88% | -$282K | 0.01% | 386 |
|
|
2023
Q4 | $308K | Sell |
3,558
-486
| -12% | -$38.3K | 0.06% | 160 |
|
|
2023
Q3 | $301K | Sell |
4,044
-180
| -4% | -$14.8K | 0.06% | 154 |
|
|
2023
Q2 | $1.4K | Buy |
4,224
+1,676
| +66% | +$156K | ﹤0.01% | 911 |
|
|
2023
Q1 | $240K | Buy |
2,548
+1,106
| +77% | +$98K | 0.07% | 141 |
|
|
2022
Q4 | $118K | Buy |
+1,442
| New | +$107K | 0.04% | 223 |
|
|
2022
Q3 | – | Sell |
-2,163
| Closed | -$138K | – | 814 |
|
|
2022
Q2 | $138K | Buy |
2,163
+193
| +10% | +$14.3K | 0.04% | 213 |
|
|
2022
Q1 | $167K | Buy |
1,970
+89
| +5% | +$7.15K | 0.04% | 207 |
|
|
2021
Q4 | $138K | Buy |
1,881
+1,328
| +240% | +$94.5K | 0.03% | 254 |
|
|
2021
Q3 | $40K | Sell |
553
-1,065
| -66% | -$79.1K | 0.02% | 256 |
|
|
2021
Q2 | $129K | Sell |
1,618
-58
| -3% | -$4.71K | 0.04% | 198 |
|
|
2021
Q1 | $124K | Sell |
1,676
-2
| -0.1% | -$138 | 0.04% | 182 |
|
|
2020
Q4 | $105K | Buy |
+1,678
| New | +$95.9K | 0.08% | 131 |
|
Other funds holding OMC
VCM
VPM
