Creative 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 | $3.76M | Sell |
52,222
-7,867
| -13% | -$566K | ﹤0.01% | 902 |
|
|
2025
Q1 | $4.98M | Sell |
60,089
-103
| -0.2% | -$8.54K | ﹤0.01% | 708 |
|
|
2024
Q4 | $5.18M | Buy |
60,192
+581
| +1% | +$50K | 0.01% | 649 |
|
|
2024
Q3 | $6.16M | Buy |
59,611
+808
| +1% | +$83.5K | 0.01% | 574 |
|
|
2024
Q2 | $5.27M | Buy |
58,803
+2,787
| +5% | +$250K | 0.01% | 595 |
|
|
2024
Q1 | $5.42M | Buy |
56,016
+3,177
| +6% | +$307K | 0.01% | 576 |
|
|
2023
Q4 | $4.57M | Buy |
52,839
+1,628
| +3% | +$141K | 0.01% | 587 |
|
|
2023
Q3 | $3.81M | Buy |
51,211
+13,476
| +36% | +$1M | 0.01% | 609 |
|
|
2023
Q2 | $3.59M | Buy |
37,735
+7,607
| +25% | +$724K | ﹤0.01% | 614 |
|
|
2023
Q1 | $2.84M | Buy |
30,128
+4,619
| +18% | +$436K | ﹤0.01% | 657 |
|
|
2022
Q4 | $2.08M | Buy |
25,509
+1,771
| +7% | +$144K | ﹤0.01% | 731 |
|
|
2022
Q3 | $1.5M | Buy |
23,738
+8,068
| +51% | +$509K | ﹤0.01% | 789 |
|
|
2022
Q2 | $997K | Buy |
15,670
+1,998
| +15% | +$127K | ﹤0.01% | 978 |
|
|
2022
Q1 | $1.16M | Buy |
13,672
+3,308
| +32% | +$281K | ﹤0.01% | 920 |
|
|
2021
Q4 | $759K | Buy |
10,364
+311
| +3% | +$22.8K | ﹤0.01% | 1081 |
|
|
2021
Q3 | $728K | Buy |
10,053
+2,311
| +30% | +$167K | ﹤0.01% | 1101 |
|
|
2021
Q2 | $619K | Sell |
7,742
-1,629
| -17% | -$130K | ﹤0.01% | 1164 |
|
|
2021
Q1 | $695K | Buy |
9,371
+193
| +2% | +$14.3K | ﹤0.01% | 1209 |
|
|
2020
Q4 | $572K | Buy |
9,178
+3,841
| +72% | +$239K | ﹤0.01% | 1219 |
|
|
2020
Q3 | $264K | Sell |
5,337
-136
| -2% | -$6.73K | ﹤0.01% | 1479 |
|
|
2020
Q2 | $299K | Sell |
5,473
-119
| -2% | -$6.5K | ﹤0.01% | 1292 |
|
|
2020
Q1 | $307K | Sell |
5,592
-680
| -11% | -$37.3K | ﹤0.01% | 1163 |
|
|
2019
Q4 | $508K | Sell |
6,272
-326
| -5% | -$26.4K | ﹤0.01% | 1097 |
|
|
2019
Q3 | $517K | Sell |
6,598
-394
| -6% | -$30.9K | ﹤0.01% | 1038 |
|
|
2019
Q2 | $573K | Buy |
6,992
+1,314
| +23% | +$108K | ﹤0.01% | 1003 |
|
|
2019
Q1 | $414K | Buy |
5,678
+1,622
| +40% | +$118K | ﹤0.01% | 1135 |
|
|
2018
Q4 | $297K | Sell |
4,056
-57
| -1% | -$4.17K | ﹤0.01% | 1228 |
|
|
2018
Q3 | $280K | Sell |
4,113
-134
| -3% | -$9.12K | ﹤0.01% | 1434 |
|
|
2018
Q2 | $324K | Sell |
4,247
-284
| -6% | -$21.7K | ﹤0.01% | 1322 |
|
|
2018
Q1 | $329K | Sell |
4,531
-982
| -18% | -$71.3K | ﹤0.01% | 1284 |
|
|
2017
Q4 | $402K | Buy |
5,513
+817
| +17% | +$59.6K | ﹤0.01% | 1185 |
|
|
2017
Q3 | $348K | Buy |
4,696
+7
| +0.1% | +$519 | ﹤0.01% | 1233 |
|
|
2017
Q2 | $389K | Buy |
4,689
+243
| +5% | +$20.2K | ﹤0.01% | 1142 |
|
|
2017
Q1 | $383K | Sell |
4,446
-383
| -8% | -$33K | ﹤0.01% | 1122 |
|
|
2016
Q4 | $411K | Sell |
4,829
-107
| -2% | -$9.11K | ﹤0.01% | 1016 |
|
|
2016
Q3 | $420K | Buy |
4,936
+728
| +17% | +$61.9K | ﹤0.01% | 979 |
|
|
2016
Q2 | $343K | Buy |
4,208
+985
| +31% | +$80.3K | ﹤0.01% | 958 |
|
|
2016
Q1 | $268K | Buy |
3,223
+519
| +19% | +$43.2K | ﹤0.01% | 1063 |
|
|
2015
Q4 | $205K | Sell |
2,704
-62
| -2% | -$4.7K | ﹤0.01% | 1175 |
|
|
2015
Q3 | $182K | Buy |
+2,766
| New | +$182K | ﹤0.01% | 1239 |
|
|
2015
Q2 | – | Sell |
-2,808
| Closed | -$219K | – | 2289 |
|
|
2015
Q1 | $219K | Buy |
2,808
+375
| +15% | +$29.2K | ﹤0.01% | 1143 |
|
|
2014
Q4 | $188K | Buy |
2,433
+588
| +32% | +$45.4K | ﹤0.01% | 1169 |
|
|
2014
Q3 | $127K | Buy |
1,845
+600
| +48% | +$41.3K | ﹤0.01% | 1315 |
|
|
2014
Q2 | $89K | Sell |
1,245
-45
| -3% | -$3.22K | ﹤0.01% | 1498 |
|
|
2014
Q1 | $94K | Hold |
1,290
| – | – | ﹤0.01% | 1433 |
|
|
2013
Q4 | $96K | Buy |
1,290
+1
| +0.1% | +$74 | ﹤0.01% | 1215 |
|
|
2013
Q3 | $82K | Sell |
1,289
-282
| -18% | -$17.9K | ﹤0.01% | 1235 |
|
|
2013
Q2 | $99K | Buy |
+1,571
| New | +$99K | ﹤0.01% | 998 |
|