CreativeOne Wealth’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
Sell
-2,867
Closed -$238K 1162
2025
Q1
$238K Sell
2,867
-546
-16% -$45.3K 0.01% 945
2024
Q4
$294K Sell
3,413
-94
-3% -$8.09K 0.01% 887
2024
Q3
$363K Buy
+3,507
New +$363K 0.01% 724
2024
Q2
Sell
-3,735
Closed -$361K 874
2024
Q1
$361K Buy
+3,735
New +$361K 0.01% 668
2023
Q3
Sell
-2,687
Closed -$256K 748
2023
Q2
$256K Buy
2,687
+442
+20% +$42.1K 0.01% 692
2023
Q1
$212K Buy
+2,245
New +$212K 0.01% 735
2022
Q4
Sell
-3,991
Closed -$252K 763
2022
Q3
$252K Buy
+3,991
New +$252K 0.02% 598