Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,629
| Closed | -$227K | – | 98 |
|
|
2023
Q4 | $227K | Buy |
+2,629
| New | +$227K | 0.03% | 143 |
|
|
2023
Q3 | – | Sell |
-2,617
| Closed | -$249K | – | 172 |
|
|
2023
Q2 | $249K | Buy |
2,617
+8
| +0.3% | +$761 | 0.03% | 144 |
|
|
2023
Q1 | $246K | Buy |
2,609
+9
| +0.3% | +$849 | 0.04% | 140 |
|
|
2022
Q4 | $212K | Buy |
+2,600
| New | +$212K | 0.03% | 179 |
|
|
2022
Q3 | – | Sell |
-1,030
| Closed | -$65K | – | 539 |
|
|
2022
Q2 | $65K | Buy |
1,030
+10
| +1% | +$631 | 0.01% | 206 |
|
|
2022
Q1 | $86K | Buy |
1,020
+9
| +0.9% | +$759 | 0.01% | 170 |
|
|
2021
Q4 | $74K | Buy |
+1,011
| New | +$74K | 0.01% | 160 |
|
|
2021
Q1 | – | Sell |
-975
| Closed | -$60K | – | 367 |
|
|
2020
Q4 | $60K | Buy |
+975
| New | +$60K | 0.04% | 146 |
|