EP Wealth Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
6,348
-921
| -13% | -$66.3K | ﹤0.01% | 812 |
|
|
2025
Q1 | $603K | Sell |
7,269
-423
| -5% | -$35.1K | ﹤0.01% | 639 |
|
|
2024
Q4 | $662K | Buy |
7,692
+784
| +11% | +$67.5K | 0.01% | 609 |
|
|
2024
Q3 | $714K | Buy |
6,908
+1,757
| +34% | +$182K | 0.01% | 585 |
|
|
2024
Q2 | $462K | Buy |
5,151
+216
| +4% | +$19.4K | ﹤0.01% | 554 |
|
|
2024
Q1 | $478K | Buy |
4,935
+269
| +6% | +$26K | 0.01% | 518 |
|
|
2023
Q4 | $404K | Sell |
4,666
-483
| -9% | -$41.8K | 0.01% | 544 |
|
|
2023
Q3 | $383K | Sell |
5,149
-284,802
| -98% | -$21.2M | 0.01% | 509 |
|
|
2023
Q2 | $464K | Buy |
289,951
+243,703
| +527% | +$390K | 0.01% | 481 |
|
|
2023
Q1 | $160K | Buy |
46,248
+40,012
| +642% | +$139K | ﹤0.01% | 587 |
|
|
2022
Q4 | $509K | Buy |
+6,236
| New | +$509K | 0.01% | 370 |
|
|
2022
Q3 | – | Sell |
-6,607
| Closed | -$420K | – | 538 |
|
|
2022
Q2 | $420K | Buy |
6,607
+109
| +2% | +$6.93K | 0.01% | 409 |
|
|
2022
Q1 | $552K | Sell |
6,498
-11
| -0.2% | -$934 | 0.01% | 360 |
|
|
2021
Q4 | $477K | Sell |
6,509
-345
| -5% | -$25.3K | 0.01% | 365 |
|
|
2021
Q3 | $497K | Sell |
6,854
-469
| -6% | -$34K | 0.01% | 332 |
|
|
2021
Q2 | $586K | Buy |
7,323
+3
| +0% | +$240 | 0.02% | 311 |
|
|
2021
Q1 | $543K | Buy |
7,320
+196
| +3% | +$14.5K | 0.02% | 306 |
|
|
2020
Q4 | $444K | Sell |
7,124
-1,985
| -22% | -$124K | 0.02% | 286 |
|
|
2020
Q3 | $451K | Sell |
9,109
-6,717
| -42% | -$333K | 0.02% | 238 |
|
|
2020
Q2 | $864K | Sell |
15,826
-1,398
| -8% | -$76.3K | 0.04% | 195 |
|
|
2020
Q1 | $946K | Sell |
17,224
-2,479
| -13% | -$136K | 0.05% | 173 |
|
|
2019
Q4 | $1.6M | Buy |
19,703
+341
| +2% | +$27.6K | 0.07% | 145 |
|
|
2019
Q3 | $1.52M | Buy |
19,362
+1,361
| +8% | +$107K | 0.08% | 117 |
|
|
2019
Q2 | $1.48M | Buy |
18,001
+8,074
| +81% | +$662K | 0.09% | 96 |
|
|
2019
Q1 | $725K | Sell |
9,927
-10
| -0.1% | -$730 | 0.07% | 139 |
|
|
2018
Q4 | $728K | Sell |
9,937
-827
| -8% | -$60.6K | 0.06% | 146 |
|
|
2018
Q3 | $732K | Buy |
+10,764
| New | +$732K | 0.06% | 144 |
|