Dynamic Wealth Strategies’s Omnicom Group OMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$55K Sell
764
-471
-38% -$33.9K 0.04% 120
2025
Q1
$102K Buy
+1,235
New +$102K 0.09% 102
2024
Q4
Sell
-1,264
Closed -$131K 181
2024
Q3
$131K Sell
1,264
-36
-3% -$3.73K 0.11% 92
2024
Q2
$117K Sell
1,300
-365
-22% -$32.9K 0.1% 92
2024
Q1
$161K Buy
1,665
+84
+5% +$8.12K 0.14% 77
2023
Q4
$137K Buy
+1,581
New +$137K 0.13% 79