DBIA
Dumont & Blake Investment Advisors’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,615
| Closed | -$217K | – | 210 |
|
|
2025
Q1 | $217K | Sell |
2,615
-50
| -2% | -$4.15K | 0.06% | 185 |
|
|
2024
Q4 | $229K | Hold |
2,665
| – | – | 0.06% | 178 |
|
|
2024
Q3 | $276K | Sell |
2,665
-2,665
| -50% | -$276K | 0.07% | 174 |
|
|
2024
Q2 | $478K | Buy |
5,330
+2,665
| +100% | +$239K | 0.07% | 178 |
|
|
2024
Q1 | $258K | Buy |
2,665
+34
| +1% | +$3.29K | 0.07% | 177 |
|
|
2023
Q4 | $228K | Buy |
+2,631
| New | +$228K | 0.07% | 177 |
|
|
2023
Q3 | – | Sell |
-2,631
| Closed | -$250K | – | 187 |
|
|
2023
Q2 | $250K | Hold |
2,631
| – | – | 0.08% | 165 |
|
|
2023
Q1 | $248K | Buy |
+2,631
| New | +$248K | 0.08% | 168 |
|