Cypress Wealth Services’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
$446K Buy
6,199
+1,678
+37% +$121K 0.08% 187
2025
Q1
$375K Sell
4,521
-33
-0.7% -$2.74K 0.08% 185
2024
Q4
$392K Sell
4,554
-10
-0.2% -$860 0.08% 176
2024
Q3
$472K Buy
4,564
+72
+2% +$7.45K 0.1% 158
2024
Q2
$403K Buy
4,492
+28
+0.6% +$2.51K 0.09% 165
2024
Q1
$432K Sell
4,464
-538
-11% -$52.1K 0.1% 158
2023
Q4
$433K Sell
5,002
-37
-0.7% -$3.2K 0.11% 154
2023
Q3
$375K Buy
5,039
+31
+0.6% +$2.31K 0.1% 160
2023
Q2
$492K Buy
5,008
+1,012
+25% +$99.4K 0.13% 140
2023
Q1
$377K Buy
3,996
+53
+1% +$5K 0.11% 156
2022
Q4
$322K Buy
3,943
+12
+0.3% +$979 0.1% 171
2022
Q3
$256K Sell
3,931
-444
-10% -$28.9K 0.09% 184
2022
Q2
$278K Buy
4,375
+988
+29% +$62.8K 0.09% 180
2022
Q1
$288K Buy
3,387
+619
+22% +$52.6K 0.08% 184
2021
Q4
$203K Buy
+2,768
New +$203K 0.06% 219