EWM
Empirical Wealth Management’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60,715
| Closed | -$5.22M | – | 690 |
|
|
2024
Q4 | $5.22M | Buy |
60,715
+3,379
| +6% | +$291K | 0.14% | 114 |
|
|
2024
Q3 | $5.93M | Buy |
57,336
+5,951
| +12% | +$615K | 0.17% | 109 |
|
|
2024
Q2 | $4.61M | Buy |
51,385
+2,936
| +6% | +$263K | 0.14% | 116 |
|
|
2024
Q1 | $4.69M | Buy |
48,449
+7,858
| +19% | +$760K | 0.14% | 112 |
|
|
2023
Q4 | $3.51M | Buy |
40,591
+2,505
| +7% | +$217K | 0.12% | 121 |
|
|
2023
Q3 | $2.84M | Buy |
38,086
+4,124
| +12% | +$307K | 0.11% | 123 |
|
|
2023
Q2 | $3.23M | Buy |
+33,962
| New | +$3.23M | 0.13% | 119 |
|
|
2022
Q2 | – | Sell |
-10,936
| Closed | -$929K | – | 509 |
|
|
2022
Q1 | $929K | Sell |
10,936
-135
| -1% | -$11.5K | 0.05% | 228 |
|
|
2021
Q4 | $811K | Buy |
11,071
+638
| +6% | +$46.7K | 0.04% | 254 |
|
|
2021
Q3 | $756K | Buy |
10,433
+1,399
| +15% | +$101K | 0.04% | 233 |
|
|
2021
Q2 | $723K | Buy |
9,034
+1,528
| +20% | +$122K | 0.04% | 231 |
|
|
2021
Q1 | $557K | Buy |
+7,506
| New | +$557K | 0.04% | 235 |
|
|
2020
Q1 | – | Sell |
-2,964
| Closed | -$240K | – | 340 |
|
|
2019
Q4 | $240K | Buy |
2,964
+415
| +16% | +$33.6K | 0.03% | 285 |
|
|
2019
Q3 | $200K | Buy |
+2,549
| New | +$200K | 0.02% | 271 |
|