Dynamic Advisor Solutions’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,477
| Closed | -$711K | – | 868 |
|
|
2023
Q2 | $711K | Sell |
7,477
-390
| -5% | -$37.1K | 0.04% | 418 |
|
|
2023
Q1 | $742K | Sell |
7,867
-660
| -8% | -$62.3K | 0.04% | 386 |
|
|
2022
Q4 | $696K | Buy |
8,527
+303
| +4% | +$24.7K | 0.05% | 356 |
|
|
2022
Q3 | $519K | Buy |
8,224
+17
| +0.2% | +$1.07K | 0.04% | 381 |
|
|
2022
Q2 | $522K | Buy |
8,207
+157
| +2% | +$9.99K | 0.04% | 387 |
|
|
2022
Q1 | $683K | Buy |
8,050
+768
| +11% | +$65.2K | 0.05% | 358 |
|
|
2021
Q4 | $534K | Buy |
7,282
+436
| +6% | +$32K | 0.04% | 409 |
|
|
2021
Q3 | $496K | Buy |
6,846
+504
| +8% | +$36.5K | 0.04% | 449 |
|
|
2021
Q2 | $507K | Buy |
+6,342
| New | +$507K | 0.04% | 426 |
|
|
2020
Q2 | – | Sell |
-6,840
| Closed | -$376K | – | 552 |
|
|
2020
Q1 | $376K | Hold |
6,840
| – | – | 0.07% | 291 |
|
|
2019
Q4 | $554K | Buy |
6,840
+1,242
| +22% | +$101K | 0.08% | 289 |
|
|
2019
Q3 | $438K | Buy |
5,598
+882
| +19% | +$69K | 0.07% | 298 |
|
|
2019
Q2 | $386K | Buy |
4,716
+700
| +17% | +$57.3K | 0.06% | 309 |
|
|
2019
Q1 | $293K | Buy |
4,016
+300
| +8% | +$21.9K | 0.06% | 305 |
|
|
2018
Q4 | $284K | Buy |
+3,716
| New | +$284K | 0.06% | 294 |
|
|
2018
Q3 | – | Sell |
-3,604
| Closed | -$275K | – | 421 |
|
|
2018
Q2 | $275K | Buy |
3,604
+63
| +2% | +$4.81K | 0.06% | 311 |
|
|
2018
Q1 | $257K | Buy |
+3,541
| New | +$257K | 0.07% | 285 |
|
|
2016
Q4 | – | Sell |
-5,194
| Closed | -$442K | – | 232 |
|
|
2016
Q3 | $442K | Buy |
+5,194
| New | +$442K | 0.17% | 154 |
|