Congress 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	$11.9M	Buy	165,688 +96,540	+140%	+$6.95M	0.12%	213
2025 Q1	$5.73M	Buy	69,148 +1,179	+2%	+$97.7K	0.07%	308
2024 Q4	$5.85M	Sell	67,969 -66,633	-50%	-$5.73M	0.08%	268
2024 Q3	$13.9M	Buy	134,602 +47,781	+55%	+$4.94M	0.19%	163
2024 Q2	$7.79M	Buy	+86,821	New	+$7.79M	0.12%	202