Disciplined Equity 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 |
-13,167
| Closed | -$1.14M | – | 97 |
|
2023
Q4 | $1.14M | Hold |
13,167
| – | – | 0.78% | 24 |
|
2023
Q3 | $981K | Buy |
13,167
+40
| +0.3% | +$2.98K | 0.82% | 25 |
|
2023
Q2 | $1.25M | Hold |
13,127
| – | – | 1.02% | 17 |
|
2023
Q1 | $1.24M | Sell |
13,127
-1,410
| -10% | -$133K | 1.05% | 16 |
|
2022
Q4 | $1.19M | Hold |
14,537
| – | – | 1.05% | 16 |
|
2022
Q3 | $917K | Buy |
+14,537
| New | +$917K | 0.9% | 17 |
|